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《大行報告》摩通:重申對濠賭股建設性看法 首選美高梅中國(02282.HK)
摩根大通發表研究報告指,12月澳門博彩收入按月增16%至186億澳門元(下同),高於市場預期的170億至175億元,意味著每日平均賭收為5.99億元。自澳門重新開放以來,是次為復甦率首次達到2019年水平的80%以上。 該行指,第四季中場賭收按季升12至13%,創下486億元的歷史新高,是自重新開放以來首次超過疫情前的水平,並達到2019年同期的105%以上。同時,貴賓廳賭收再次小幅下降,料按季減3至4%。 該行表示,濠賭股將由1月底開始公布第四季盈利,預計行業EBITDA將按季增長逾10%,達到疫情前水平的85%左右,整體趨勢按季保持基本穩定。該行重申對濠賭股持建設性看法,首選美高梅中國(02282.HK),其後依次為金沙中國(01928.HK)及永利澳門(01128.HK)、銀娛(00027.HK)、新濠國際(00200.HK)、澳博(00880.HK)。 摩通對濠賭股投資評級及目標價表列如下: 股份 | 投資評級 | 目標價(港元) 美高梅中國(02282.HK) | 增持 | 15元 金沙中國有限公司(01928.HK) | 增持 | 32元 永利澳門(01128.HK) | 增持 | 10元 銀河娛樂(00027.HK) | 增持 | 60元 新濠國際發展(00200.HK) | 中性 | 6.2元 澳博控股(00880.HK) | 中性 | 3元 *新濠博亞(MLCO.US) | 增持 | 11美元
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