《大行報告》瑞信上調澳門賭業股目標價金沙(01928.HK)銀娛(00027.HK)美高梅(02282.HK)評級升至「跑贏大市」
瑞信發表研究報告指,現在是收集賭股的時機,因高利潤率中場博彩收入(GGR)持續出現驚喜,今年第二季按年增13%,高於市場預期的8%至10%。自港珠澳大橋啟用後,強勁的訪澳旅客帶動收入,高端中場變得穩定及中端市場急增等,都成為持續性推動力;受惠流動性放鬆,貴賓廳GGR亦走出谷底,由首季轉碼(Rolling)下跌22%收窄至6月份的10%。
該行指,將濠賭行業2019年至2021年盈利預測分別調高2%/10%/10%,但仍較市場預期低3%至5%。瑞信將金沙(01928.HK)、銀娛(00027.HK)及美高梅(02282.HK)評級由「中性」升至「跑贏大市」,分別將目標價由48.8元、67.5元及18.2元,上調至50元、72.8元及18.5元;永利(01128.HK)及新濠國際(00200.HK)維持「跑贏大市」評級,目標價由24.5元及22.5元,上調至26.8元及31.8元;澳博(00880.HK)評級則由「跑輸大市」升至「中性」,目標價由8元升至10元。
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