濠賭股全線反彈,金沙中國(1928.HK)大漲超18%
格隆匯3月16日丨濠賭股全線反彈,金沙中國(1928.HK)大漲超18%,美高梅中國漲超16%,銀河娛樂漲超14%,永利澳門漲超10%,新濠國際發展、澳博控股等大幅拉昇。
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大摩最新發研報指,濠賭股自2019年12月以來按市值計已累挫62%(對比恆指同期累跌35%),相信市場反映了賭牌續期及新冠疫情影響旅客的兩大因素,從長線投資角度視此為短暫性因素。
該行表示,假設澳門特區政府能正常地落實延長賭牌,估計濠賭股可潛在回升20%至30%,料EBITDA於2023年下半年至2024年可錄正常化,但同時料濠賭今年年底的淨負債,會由目前190億美元升至230億美元,對估值水平構成利淡影響。
大摩指,濠賭股目前股價仍低於其2021年9月時約30%至60%水平,假設澳門特區政府能正常地落實延長賭牌,估計濠賭股可潛在回升。
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