【券商聚焦】大和料博彩股更具上涨空间 推荐美高梅中国(02282)等
凤凰网港股2022-11-15
大和发研报指,据该行调查,截至2022年11月13日,本月至今的GGR(博彩总收入)运行率为9300万澳门元。随着市场焦点正在转向疫控政策及博彩经营特许权竞标,该行认为澳门博彩板块具有更多上涨空间。该行重申对博彩业的积极立场,同时维持此前预测,短期内仍更看好美高梅中国(02282,买入)及新濠博亚娱乐(MLCO,买入)。基于新博彩法和特许权重新招标,该行对澳门博彩业的前景总体上较市场观点更为乐观。
该行表示,国务院于11月11日发布了优化疫情防控工作二十条措施。随便澳门也调整了检疫政策,以效仿内地更新后的“5+3”政策。经过总防疫方针尚未调整,但仍释放了重新开放的积极讯号。此外据报道,澳门公开竞投委员会已达成协议,下一批特许经营商将在10年内投资1000亿澳门元(约合125亿美元),其中金沙中国(01928)和银河娱乐(00027)各投资200亿澳门元,其他经营各投资150亿澳门元,主要运用于非博彩项目。若消息准确,该行认为:1)金沙中国、银河娱乐的特许权中标或有效保障,以及2)资本支出承诺未有市场担忧地那般负面。
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