《大行報告》匯豐研究上調澳門賭業股目標價 最看好金沙中國(01928.HK)
匯豐研究發表報告指,澳門公布了博彩法修訂草案,解答了對許多關鍵問題,認為澳門博彩業最壞的情況已經過去,但短期或未見催化劑。中介貴賓廳關閉、疫情和旅行限制將影響近期博彩數據,料行業生意將在下半年恢復正常。
報告指,香港通關是下一個催化劑,但時間被最近的本地社區爆發所阻礙。該行將2022或2023財年的收入預期分別平均下調20%或12%,EBITDA分別平均下調35%和8%。2022或2023財年總博彩收入估計分別為2019財年運行率的44%和58%。其中貴賓廳收入分別為2019財年水平的15%和19%,中場收入則分別為和63%和85%。
由於該行將估值基礎上調15%,因此目標價相應提高,最看好金沙中國(01928.HK),目標價由19元升至27元,評級「買入」,同時維持對銀河娛樂(00027.HK)「買入」評級,將美高梅中國(02282.HK)評級升為「買入」,詳見另表。
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