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《大行報告》摩通:澳門9月賭收疲弱為預期內 維持正面看法首選金沙中國(01928.HK)
摩根大通發表研究報告指,澳門9月博彩總收入(GGR)錄得29.6億澳門元(下同),按月增35%,但仍按年下降約50%,意味著日均收入(daily run-rate)約為9,900萬元,僅相當於疫情前水平的13%。不過,市場上更關於澳門重啟個人遊及團隊遊的進展。 該行認為,市場會開始審視12月的復甦步伐,預計12月的中場賭收將回復到疫情前的45%至50%,總賭收將為每日2億至2.5億元,包括每日錄得貴賓廳業務1億至1.5億元,這將利好大部分博彩營運商(澳博(00880.HK)除外),並料將錄得正EBITDA。 該行仍然看好澳門博彩業,認為目前的股票配置仍然非常有利。該行維持金沙中國(01928.HK)為行業首選,認為集團擁有良好組合穩定性和上行潛力,其次看好永利澳門(01128.HK)及銀娛(00027.HK);澳博則是最看淡的股票。
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