《大行》摩通料6月賭收按年升4%至7% 首選銀娛(00027.HK)美高梅中國(02282.HK)
摩根大通發表研究報告指,行業調查顯示6月首八日澳門博彩收入達52億澳門元,即每日平均為6.5億澳門元,低於5月日均6.84億澳門元的水平,但認為對於作為平常季節的6月份而言表現非常健康,相信部分是受到韓星演唱會及端午節的推動。
該行目前預測本月餘下時間澳門賭收將進一步放緩至每日6億至6.2億澳門元,預料6月賭收按年增長4%至7%,帶動次季賭收按年增長3%至4%,或按季增長1%至2%。
摩通認為,目前濠賭股價格低廉,考慮到盈利風險較小,相信可迎來估值重估,對博彩行業抱有更樂觀看法,首選銀娛(00027.HK)及美高梅中國(02282.HK),同予「增持」評級,其次順序為金沙(01928.HK)、永利澳門(01128.HK)、新濠博亞娛樂(MLCO.US)、澳博(00880.HK)及新濠國際發展(00200.HK)。
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