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《大行報告》匯豐研究:澳門日均賭收按周跌3% 料11月賭收恢復至疫情前70-74%
匯豐研究發表報告指,澳門11月首12日的賭收達66億澳門元,意味過去一週日均賭收按周跌3%至5.42億澳門元,令人稍微失望,因第70屆澳門格蘭披治大賽車於上週六(11日)舉行,市場料可推動需求。 該行指,在賽事首周(11日及12日)期間,業界留意到酒店預訂量達約60%至70%,而第二週達到70%至80%;該行指,假設11月餘下時間的日均賭收達約5.3億至5.8億澳門元,11月總博彩收入或達161億至170億澳門元,即回到2019年的70%至74%水平。 該行指,濠賭板塊估值不高,繼續看好擁有更多酒店客房和賭檯的營運商,按長遠來看,會有更可持續的發展,因隨着時間,休閒旅遊需求增強。因此,該行看好中國金沙(01928.HK),因其酒店量最多及聚焦在中場業務,給予目標價32.5元,評級「買入」;該行亦看好銀娛(00027.HK),因考慮到澳門銀河三期容量提升,帶動基本面向好,給予目標價56.5元,評級「買入」。 另外,該行給予美高梅中國(02282.HK)目標價爲13元,永利澳門(01128.HK)目標價爲8.5元,兩者評級均爲「買入」。該行給予新濠(00200.HK)及澳博(00880.HK)評級「持有」,目標價分別爲9.9元及3元。
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