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《大行》匯豐研究上調澳門今年博彩收入預測至6% 看好銀娛(00027.HK)美高梅(02282.HK)
匯豐環球研究報告指,澳門5、6月博彩總收入(GGR)連續兩個月好過預期,令該行對全年展望更正面,將全年GGR增長預測由3%提升至6%,並表示留意到GGR增長由高端客戶推動,同時訪客量增加亦有助加速增長。不過,該行認為高端需求的可視度仍較低,因此預期需求只會持續但不會加速。在消費情況不確定下,該行需要見到更多需求持續的明確信息,才會變得更積極。 該行將全年行業EBITDA預測上調4%,將新濠博亞(MLCO.US)目標價由6美元升至7.7美元,維持「持有」評級;銀娛(00027.HK)目標價由41.5元升至42.5元,維持「買入」評級;美高梅中國(02282.HK)目標價由14.5元升至16.5元,維持「買入」評級;金沙中國(01928.HK)目標價由16元升至17元,維持「持有」評級;但該行將永利澳門(01128.HK)目標價由6.1元下調至6元,,維持「持有」評級。 匯豐環球研究認為投資者應保持選擇性,看好銀娛,因其新酒店嘉佩樂開幕獲正面評價,有助吸引高端需求,加上有多個活動等待推出。同時亦看好美高梅中國,因低基數效應下,下半年增長加速,並有新供應。
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