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《大行》花旗料澳門下半年GGR升6% 籲買入銀娛(00027.HK)金沙(01928.HK)
花旗研究報告指,澳門4、5月博彩總收入(GGR)增長重新加速,分別按年升2%及5%,並料6月按預期升5%。人均支出大致不變,反映消費者賭博意慾並未有受關稅局勢影響。該行料下半年受明星表演活動推動,GGR將按年升6%,意味著全年升4%,高過澳門政府最新預期的0.5%。 報告指,下半年有暑假及國慶黃金周,該行傾向有較多酒店庫存及新產品推出的公司,因此將銀河娛樂(00027.HK)列為澳門的行業首選,目標價由46元升至50.5元,維持「買入」評級,預期近日新開的嘉佩樂酒店(Capella)將提高其高端中場服務,推動市場份額增長。另外,該行亦看好金沙中國(01928.HK),將目標價由21元升至23元,維持「買入」評級,因預期倫敦人全面開放及集團優化其重新投資於賭客的策略,可帶來高於行業的EBITDA增長;而拉斯維加斯金沙集團(LVS.US)則為該行的全球首選,目標價由63.5美元升至68美元,維持「買入」評級。
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