富瑞:料博彩業復甦放緩,下調賭業股目標價
富瑞發表報吿,料澳門賭業農曆年表現令人失望,不確定性導致該行對澳門博彩股看法保守,下調賭業股目標價,不過看好銀河娛樂(0027.HK)和金沙中國(1928.HK),該行將銀娛評級由“持有”上調至“買入”,目標價由62港元降至50港元,維持金沙中國“買入”評級,目標價由21港元降至20.4港元。
富瑞首予澳博(0880.HK)“持有”評級,目標價5港元,將美高梅中國(2282.HK)評級由“買入”下調“持有”,目標價由7.3港元降至5.3港元,維持對永利澳門(1128.HK)“持有”評級,目標價由9.8港元降至6港元。
該行預計,所有6家在大灣區有潛在投資的博彩企業都將獲續牌。該行預計,博彩業復甦放緩,估計2022年和2023年的博彩總收入分別僅為疫情大流行前(2019年)水平的41%和59%,料至2023年貴賓廳博彩收入佔比將降至僅佔總博彩收入的14%。
富瑞表示,澳門仍然是內地唯一免隔離的海外目的地,估計內地遊客增加10%。
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