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東亞證券研究部料今年澳門賭收達2,340億 按年增近28%
東亞證券研究部指,去年澳門博彩業明顯加快復甦,達到2019年約63%水平,預測今年內地經濟逐步回穩,加上出遊需求穩健,澳門博彩收入將進一步復甦,全年博彩收入料按年增長近28%至2,340億澳門元,恢復至2019年時約80%水平。 該行指出,博彩毛收入持續回升,澳門博企盈利短期可望繼續回升,加上美聯儲年內有機會減息,再融資成本下降,將有利澳門博企淨利潤率擴張,預期部分企業今年有機會恢復象徵式派息。 東亞證券指,濠賭股現價水平估值具吸引力,對澳門博彩行業給予「增持」評級,建議投資者優先選擇市佔率具增長潛力,以及估值相對同業折讓的博彩股。(gc/u) ~
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