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《大行報告》匯豐研究:澳門1月迄今賭收保持良好 料全月達178億至186億澳門元
匯豐研究發表研報指,澳門1月份首兩個星期博彩收入表現保持良好,毛賭收達到86億澳門元,即過去一星期每日平均賭收達到6億澳門元,由於元旦假期客流量較多,因此與首星期數據相比略有下降。 該行指,本月迄今日均賭收較上月同期高出3%,貴賓廳贏率亦從對上一週的介乎2.6%至2.7%,略微提高到上週的介乎2.7%至2.8%;貴賓廳投注額按月續持平,而中場客戶賭收則按月增長3%。假設1月份餘下時間日均賭收達到5.4億至5.9億澳門元,匯豐研究預料1月份賭收將介乎178億至186億澳門元,達到2019年同期的71%至75%水平。 該行又指,由於缺乏催化劑,加上對中國消費前景疲弱的擔憂導致市場情緒疲弱,預期濠賭股股價上行空間可能受限,但以預測2024年企業價值對EBITDA比率約10倍的水平計算,認爲該行業的估值不貴,看好金沙中國(01928.HK)及美高梅中國(02282.HK),均予「買入」評級,目標價32.5元及13元。
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