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濠賭股全面漲逾4%-7% 大摩上周調高行業今年賭收預測
阿思達克 11-09 14:30
澳門10月賭收優於市場預期大摩隨即調高澳門今年賭收預測,濠賭股今天全面報升兼成交增加,藍籌銀娛(00027.HK)及金沙中國(01928.HK)六連升,今天高見59.45元及31.1元,創近兩個月高,現造59.1元及30.8元,升5.9%及4.4%,後者挑戰百天線(30.94元)。

美高梅中國(02282.HK)四連升,今天股價升破牛熊線(10.4元),最高見10.82元,現造10.7元,續升5.7%。永利澳門(01128.HK)六連漲,股價曾重越50天線(12.63元),最高見12880.84元,現造12.6元,升7.3%。新濠國際(00200.HK)及澳博(00880.HK)繼上周五稍作整固結束四連漲後,最高見14.22元及8.97元,現造14.16元及8.89元,回升6%及4.2%,後者重越牛熊線(8.75元)。

澳門博監局本月初公布,今年10月博彩收入按月急升近2.3倍至72.7億澳門元,高於花旗之前預測40億澳門元,賭收按年減少72.5%。

大摩基於澳門10月賭收表現勝預期,將澳門今年11月/12月及全年賭收預測由原先估計跌70%/60%及80%,調高至僅分別跌65%/55%/78%,料今年第四季整體僅跌65%,主因受惠高端中場復甦帶動,相信末季行業EBITDA可達收支平衡。另外,該行預期濠賭業2022年EV/EBITDA值為9.5倍,較長遠平均數12.5倍為低,相信在未來數月訪客數字改善帶動下,將有助澳門賭股表現。該行關注明年盈利預期調整,料快將走出谷底。

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