《大行報告》摩通全線下調濠賭股評級 指行業正面臨收緊監管
摩根大通發表報告表示,就澳門特區政府就博彩法修改將進行公眾諮詢,諮詢文本並無指出完成整個過程的時間表,該行料行業監管將更加嚴格,給特許經營商未來的資本管理和運營帶來了不確定性,如加強資本管制、直接監督操作、需加強問責等。
該行指,下調所有澳門博彩股股份的投資評級,由原來全是「增持」評級,降至「減持」及「中性」,因行業將面臨更多管理和日常運營更嚴格的要求。
摩通認此屬「方向性」信號,投資者將關注行業所面臨監管及執行情況,或會令市場下修對濠賭股的估值預測,直到行業的關鍵方向變得清晰為止,但料行業趨勢變得清晰於今年內不太可能發生。
該行調低金沙中國(01928.HK)投資評級由「增持」降至「減持」,削目標價由39元至20元;將銀河娛樂(00027.HK)投資評級由「增持」降至「中性」,目標價由77元降至53元;將澳博(00880.HK)投資評級由「增持」降至「中性」,目標價由11元降至6.5元。(wl/s)
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