《大行報告》大摩調整濠賭股目標價 升澳博、美高梅評級至「與大市同步」 降永利至「減持」
摩根士丹利發表報告,預料明年澳門博彩股續牌和封關這兩個負面因素將減退,博彩收入復甦料帶動股價,看好本地博彩股銀河娛樂(00027.HK)和新濠博亞娛樂(MLCO.US)。該行對銀河娛樂持「增持」評級,目標價由48元上調至51元。
報告將澳博(00880.HK)和美高梅中國(02282.HK)評級均由「減持」上調至「與大市同步」,目標價分別上調至6元和5.5元。另外將金沙中國(01928.HK)目標價由20元上調至23元,評級「增持」,永利澳門(01128.HK)評級由「增持」下調至「減持」,目標價由7元上調至6.5元。
大摩預計,未來六個月澳門政府將公布《博彩法》修訂諮詢結果,制訂《博彩法》修訂草案,並隨後在立會獲通過。即使該行預期明年首季澳門行政長官或短暫延長賭牌期限至6月之後,博彩股續牌進展料將帶來更大可見度。
報告並預料明年博彩收入將按年增加41%,預料在今年底或明年初,澳門與內地和香港的關口將會免隔離重開,每日商務旅客配額上限達1,000個。不過該行指出高端中場可能會面臨與貴賓廳類似的收緊,停發團體簽證也可能導致澳門旅客減少,要求增加非博彩業務佔比有可能會影響博彩股投入資本回報率(ROIC)。
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