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《大行報告》摩通料澳門2月賭收按年升80%至190億澳門元 首選美高梅中國(02282.HK)
摩根大通發表研究報告指,澳門2月首18日的賭收爲125億澳門元(下同),回覆到2019年同期的約75%。另外,澳門過去2周的每日平均賭收爲7.15億元,勝於摩通預計的每日6.5億元。該行認爲澳門的農曆新年表現「足夠好」,可以滿足市場最近上升的預期。 該行預計2月賭收按年升80%至190億澳門元,推動今年首季賭收按季增長中至高個位數,而且迄今爲止第四季的盈利基本樂觀。該行指,基於需求強勁及估值便宜,對澳門濠賭股保持建設性看法。 摩根大通認爲,隨着行業復甦步伐穩定,盈利修正仍將是關鍵的股票驅動因素。該行繼續將美高梅中國(02282.HK)列爲行業首選,最看淡澳博(00880.HK)。換言之,該行對博彩賭的看法依次爲美高梅中國、永利澳門(01128.HK)、銀娛(00027.HK)及金沙中國(01928.HK)及澳博。
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