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《大行》匯豐料6月澳門賭收按年升11%至15% 薦買美高梅中國(02282.HK)銀娛(00027.HK)
匯豐研究報告指,6月首22日澳門博彩總收入(GGR)錄148億澳門元(下同),16至22日的日均賭收按周持平於6.86億元,當中貴賓廳贏率稍降至介乎2.9至3.2%,但中場表現穩健,該行認爲是由張學友演唱會帶動。假設6月餘下時間日均收入爲6.2億至7億元,則全月賭收可達197億至204億元,相當於按年增11%至15%。 另外,有關三間博企關閉部分衛星賭場,報告提到相關博企已舉行招聘會以聘請受影響的員工,而衛星賭場附近地區商鋪的東主亦要求延長過渡期,博企及政府尚未作出迴應。 該行繼續看好美高梅中國(02282.HK)強勁的投資資本回報,相信在更具挑戰性的經營背景下,公司強勁的執行能力和高效率的營運應能帶動更有韌性的業績;目標價14.5港元,予「買入」評級。該行又看好銀娛(00027.HK),因集團正加快推進第三期工程,當中澳門銀河嘉佩樂將於今年年中推出,應可支持其市佔率提升;目標價41.5港元,亦予「買入」評級。
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