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摩通:濠賭股首選金沙中國(1928.HK)予增持評級 目標價24港元

就澳門政府早前向立法會提交博彩法修改文本,澳門立法會第二常設委員會陳澤武引述文件指,若澳門賭場可吸引中國內地以外的賭客,可以獲多最多5%的的税務扣減(由目前40%可降至35%),指是為免行業過度依賴內地市場,摩根大通發表報吿表示,任何減税都將對澳門博彩業未來的利潤和現金流均會產生積極影響。

該行指,上述潛在的博彩税最高減免約5%,相當於提振該行對行業2023年至2024年EBITDA預測約12%至15%,雖然現在評論這種情況發生的可能性還為時過早,但該行認為這是在監管方面,始終是最重要的想法,顯示出澳門政府試圖通過進一步修改法律來支持該行業。

摩通表示,喜愛濠賭股中期的風險回報前景,但目前仍維持對行業“保持耐性”的看法,該行稍調整對濠賭股行業喜愛次序,首選金沙中國(1928.HK)予“增持”評級,第二是銀娛(00027.HK)予增持評級,永利澳門(1128.HK)及美高梅中國(2282.HK)並列第三予增持評級,第四是新濠國際(0200.HK)予中性評級,最後是澳博(0880.HK)予中性評級。

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