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摩通:濠賭股風險回報吸引,看好金沙中國、永利澳門等股

摩根大通發表澳門賭股報吿,指該行開始看好澳門博彩行業,賭股的風險回報較吸引,加上當前市場對賭股投資情緒自IPO以來最為冷淡,同時,近期的負面消息未能再進一步推低賭股,加上一些不確定性,即賭牌、貴賓廳業務和疫情,賭股股價已反映在內。

該行稱,澳門賭股自2021年初已平均累跌約60%,相信目前已有機會以折讓價錢買入有質素的資產,加上賭股僅為2023年預測EBITDA的9至10倍,首選為金沙(1928.HK)及銀娛(0027.HK),其餘順序看好永利(1128.HK)、美高梅(2282.HK)、新濠(0200.HK)及澳博(0880.HK)。

該行將金沙、永利及美高梅評級由“中性”調高至“增持”。金沙目標價由21港元升至24港元;銀娛則由55港元降至54港元,維持“增持”評級;新濠及澳博評級“中性”。

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