《大行报告》摩通:开始看好濠赌股 升金沙中国(01928.HK)、永利澳门(01128.HK)及美高梅中国(02282.HK)评级至「增持」
摩根大通发表澳门赌股报告,指该行开始看好澳门博彩行业,赌股的风险回报较吸引,加上当前市场对赌股投资情绪自IPO以来最为冷淡,同时,近期的负面消息如中港疫情加重、旅游泡沫延迟等,未能再进一步推低赌股,加上一些不确定性,即赌牌、贵宾厅业务和疫情,赌股股价已反映在内。
该行称,澳门赌股自2021年初已平均累跌约60%,相信目前已有机会以折让价钱买入有质素的资产,加上赌股仅为2023年预测EBITDA的9至10倍,首选为金沙(01928.HK)及银娱(00027.HK),其余顺序看好永利(01128.HK)、美高梅(02282.HK)、新濠(00200.HK)及澳博(00880.HK)。
该行将金沙、永利及美高梅评级由「中性」调高至「增持」。金沙目标价由21元升至24元;银娱则由55元降至54元,维持「增持」评级;新濠及澳博评级「中性」。(me/k)
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