《大行報告》摩通對澳門5月賭收按年跌68%不感意外
摩根大通發表報告指,對澳門5月賭收按年跌68%不感意外,認為在國內的旅遊或邊境政策逐步放寬以及旅客量恢復到合理水平前,賭收數據仍然會較差。
摩通相信,國內旅遊和出行政策可以在年底開始放寬,有助於推動賭股盈利和倍數在未來12個月內恢復正常。賭牌方面,該行預計賭牌重新招標將在年底前完成,屆時將發放2023至2032年的6張賭牌。
該行認為,儘管短期缺乏催化劑,但對於有耐性的投資者長遠而言,賭股的風險與回報樂觀,並建議利用市場波動性逐步買入優質公司。該行偏好排序依次為金沙中國(01928.HK)、銀河娛樂 (00027.HK)、永利澳門(01128.HK)和美高梅中國(02282.HK)、新濠國際(00200.HK) 、澳博控股(00880.HK)。
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