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《大行报告》摩通料澳门2月赌收按年升80%至190亿澳门元 首选美高梅中国(02282.HK)
摩根大通发表研究报告指,澳门2月首18日的赌收为125亿澳门元(下同),回复到2019年同期的约75%。另外,澳门过去2周的每日平均赌收为7.15亿元,胜於摩通预计的每日6.5亿元。该行认为澳门的农历新年表现「足够好」,可以满足市场最近上升的预期。 该行预计2月赌收按年升80%至190亿澳门元,推动今年首季赌收按季增长中至高个位数,而且迄今为止第四季的盈利基本乐观。该行指,基於需求强劲及估值便宜,对澳门濠赌股保持建设性看法。 摩根大通认为,随着行业复苏步伐稳定,盈利修正仍将是关键的股票驱动因素。该行继续将美高梅中国(02282.HK)列为行业首选,最看淡澳博(00880.HK)。换言之,该行对博彩赌的看法依次为美高梅中国、永利澳门(01128.HK)、银娱(00027.HK)及金沙中国(01928.HK)及澳博。
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