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大行評級|摩根大通:澳門11月賭收相當不俗 銀河娛樂為明年唯一首選
摩根大通的研究報吿指,澳門11月賭收按年升15%至184億元澳門元,為疫情前的81%水平,較年初至今的77%復甦有温和改善。該行預期,中場賭收會維持強勁,在約疫情前的113%水平,與10月及今年次季相約,而貴賓廳也會靠穩,處於較疫情前低至中20%的復甦。 該行指,今年12月的賭收可能會低於季節性水平,預測當月賭收將增長約1%至3%,至185億到190億澳門元之間。然而,即使如此,這仍然足以推動賭收按季增長4%至5%,並達到20個季度以來的最高水平。這應該能夠使該行業輕鬆達成市場對2024年第四季和2024財年的預測。該行看好銀河娛樂並作為其明年的唯一首選,這基於其獨特的盈利動能以及認為該股估值過低。該行的喜好排序依次為銀娛(目標價48港元),其次為金沙中國(目標價24港元),永利澳門(目標價7.7港元),以及美高梅中國(目標價14港元),上述各股評級皆為“增持”;之後為澳博(目標價3港元),評級“中性”;最後為新濠國際(目標價4.5港元),評級為“減持”。
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