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摩通濠赌股仍然被低估首选美高梅中国(2282.HK)
格隆汇 07-15 13:47
摩根大通发表报告指,虽然濠赌股自6月份低位计已反弹25%,但估值仍然被低估,特别是近日市场已对行业作出正面调整。该行表示,中期周期的EBITDA达到13倍(现时为11倍),仅此一项指标已可以反映现时有超过20%的潜在回报。而此预算仍未考虑贵宾厅业务的潜在复苏,若真的发生,更可进一步将EBITDA推高至14至15倍。
报告指,预料濠赌股第二季盈利仍然合理,首选美高梅中国(2282.HK) 及新濠国际(0200.HK) ,均予“ 增持 ”投资评级,将美高梅中国目标价由16港元升至17.5港元,同时上调对新濠国际目标价由20港元升至25港元。而该行其次喜爱是银娱(0027.HK) 及永利澳门(1128.HK) ,均予“ 增持 ”投资评级,将银娱目标价由60港元升至65港元,同时上调对永利澳门目标价由60港元升至65港元,然后才偏好金沙(1928.HK) ,最后则是澳博(0880.HK)
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