《大行報告》花旗:澳門賭業股國慶黃金周前呈吸引買入機會
花旗發表報告,指其9月行業調查顯示,高端中場顧客的平均投注額打破季節性規律,保持在20,314元,與2019年9月相比增長58%。而所有中場顧客似乎都沒有受到內地經濟或天氣現狀的影響。
報告指,整個澳門的平均最低投注額持續上升,9月約2,123元,較8月約2,063元上升。該行認為,在國慶黃金周到來前,澳門賭業股呈吸引買入機會。
花旗維持對賭業股樂觀看法,首選銀娛(00027.HK),然後依次為金沙中國(01928.HK)、美高梅中國(02282.HK)及新濠博亞(MLCO.US)(兩股並列第三)、永利澳門(01128.US),最後為澳博控股(00880.HK)。整個板塊現估值相當於預測2024財年企業價值對EBITDA倍數約8.7倍,並不高昂,較歷史均值低出超過一個標準差。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.