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《大行》里昂微降明年澳門博彩行業賭收及EBITDA預測 首選金沙中國(01928.HK)及銀娛(00027.HK)

AASTOCKS ·  Dec 2, 2024 04:10

里昂發表研究報告指,考慮到今年澳門日均博彩收入內生增長有放緩跡象,因此將今明兩年澳門博彩收入全年預測下調1%,預測2025年賭收按年增4%至2,358億澳門元,2026年增速料回升至10.4%,達到2,602億澳門元。

里昂並將2025及2026年澳門博彩行業經調整EBITDA預測分別下調2.5%及4%,至增長8%及10.2%。該行維持7家博彩營運商的投資評級不變,明年首選為金沙中國(01928.HK)及銀娛(00027.HK),目標價分別上調至27.3元及46.6元,同予「跑贏大市」評級;同時亦看好澳博(00880.HK),因其市佔率持續擴大。

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