《大行》摩通料6月澳門賭收按年增長7%至12% 首選銀娛(00027.HK)美高梅中國(02282.HK)
摩根大通發表研究報告指,澳門6月首15日的總賭收為100億澳門元,意味著過去一周的日均賭收按周增加5%至6.86億澳門元。報告提到,這是一個非常穩健的水平,即使預計需求在本月餘下時間顯著放緩,即日均賭收介乎6億至6.5億澳門元,6月的總賭收仍可按年增長7%至12%,進而帶動次季賭收按年升5%至6%,按季則跌2%至4%。
摩通認為,在目前盈利風險極低的情況下,可重新評估濠賭股,並更為看好博彩行業。該行首選銀娛(00027.HK)及美高梅中國(02282.HK),並依次看好金沙中國(01928.HK)、永利澳門(01128.HK),上述股票均獲「增持」評級。另外,該行予新濠博亞(MLCO.US)及澳博(00880.HK)「中性」評級,而新濠國際(00200.HK)則為「減持」評級。
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