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《大行报告》美银美林上调澳门赌业股盈测及目标价
阿思达克 07-10 11:52

美银美林发表报告指,濠赌股6月博彩收益按年增长5.9%好於预期,5月及6月录得3.7%增长,对比1月至4月录得2.4%倒退,符合该行早前预计博彩收益於次季回稳,并於下半年改善。该行估计次季新濠及银娱(00027.HK)录得EBITDA增长,相信新濠受惠於新赌场而录得中场及贵宾厅业务增长。

该行料中场博彩收益下半年将维持强劲的11%增长。贵宾厅表现於次季回稳,相信下半年将有惊喜,因相信中美关系将有改善,期望推出宽松措施,及较低基数效应。

该行稍上调今年博彩收益预测,自倒退2%上调至仅倒退1%。同时上调今明两年板块预测分别3.3%及2.4%。该行对濠赌股最新目标价见另表。

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