《大行報告》摩通對濠賭股至今年底看法正面 估本季中場賭收按季增10%以上
摩根大通發表報告指,澳門11月份博彩毛收入160億澳門元,日均收入5.35億澳門元,相當於新冠疫情前70%,符合市場預期,對年底前表現感到正面,估計今年12月博彩毛收入175億至180億澳門元,恢復至疫情前80%,第四季中場博彩毛收入按季上升10%,較以往季節效應下、按季升5%至6%表現更好,中場博彩收入將會超出疫情前水平,推動EBITDA回復至疫情前85%以上。
該行的博彩股首選為美高梅中國(02282.HK),其次為金沙中國(01928.HK)及永利澳門(01128.HK),之後依次為銀河娛樂(00027.HK)、新濠國際(00200.HK)、澳博(00880.HK)。其中美高梅中國、金沙中國、永利澳門、銀娛評級均為「增持」,估計有50%潛在升幅。(cy/w)
~
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.