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《大行報告》瑞信:澳門賭業股料最壞時刻已過 上調目標價
瑞信發表報告,指澳門博彩業最壞的情況可能已經過去,風險回報有吸引力。該行全線上調澳門博彩股目標價。該行看好具有較多非博彩業務、較低負債、估值不高、以及最能在新中介人要求下毛利率提升的股份,該行首選金沙中國(01928.HK)、第二是澳博(00880.HK),第三是美高梅中國(02282.HK)。 該行對金沙中國、澳博、永利澳門(01128.HK)、銀河娛樂(00027.HK)和美高梅中國持「跑贏大市」評級。該行上調對金沙中國目標價由31元升至37元,升銀娛目標價由62元升至64.2元,上調澳博目標價由9.4元升至10元,並升美高梅中國目標價由8.5元升至10.3元。 瑞信表示,澳門新的博彩法草案較預期寬鬆,在與內地邊境有望逐步重新開放下,儘管壓制變種病毒株Omicorn的進展慢於預期,但相信濠賭股存在投資機會,包括中介行業的規模縮小長遠來說會帶來利益,復甦動力和被壓抑的需求不變,新的博彩法提供更好的能見度,指濠賭股估值有吸引力。 瑞信估計,在關口延遲重開和中介貴賓廳關閉,對澳門2022年和2023年的總博彩收入可達到2019年分別44%和73%水平,較之前預測為57%和77%,將2022年EBITDA預測下調22%,但將2023年EBITDA預測上調11%。
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