《大行報告》里昂降美高梅中國(02282.HK)評級至「跑輸大市」 調整澳門賭業股目標價
里昂發表研究報告指,由於今年1至2月份澳門旅客量未見太大增幅,首季澳門博彩收入僅按季升8%,因應下調全年賭收預測約21%至1,380億元,並下調2022年預測約6%至2,420億元。
報告指出,儘管澳門3月漸見復甦,但貴賓廳市場仍然面臨著一定挑戰,交易量繼續滯後於中場需求,預計由於收入結構調整及經營槓桿的影響,調整後Ebitda總額將去年第四季度的21億元,增長14%至今年首季的26億元,估計明年Ebitda可回升至2019年的約93%水平。該行預期,內地當局一系列跨境賭博犯罪專項打擊行動,以及澳門落實放寬出行限制的時間尚未明朗,都將影響市場情緒。
里昂表示,有報道指五一長假預訂量將超過2019年同期水平,認為將成為下一個潛在催化劑。里昂將永利澳門(01128.HK)目標價由14.61元上調至16.8元,並將金沙中國(01928.HK)目標價由36.13元上調至39.73元,銀娛(00027.HK)目標價由81.38元降至79.53元,澳博(00880.HK)目標價由12.39元降至11.02元,全部評級「跑贏大市」。
里昂並將美高梅中國(02282.HK)評級由「跑贏大市」降至「跑輸大市」,目標價由14.04元下調至12.75元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.