美高梅中国午前涨近3% 小摩给予“增持”评级

金融界
02 May

美高梅中国盘中涨超3%,截至发稿,股价上涨2.59%,现报10.30港元,成交额4132.60万港元。

摩根大通发布研报称,基于行业调查,4月首21日的澳门赌收为130亿澳门元(下同),即日均赌收为6.19亿元,表现略优于过往。该行预计4月澳门赌收同比大致持平,与第一季的趋势大致相同。

濠赌股首季业绩期即将揭开序幕,小摩建议,近期投资者选股应保持防守性,看好美高梅中国(02282),因其第一季盈利坚韧且相对价值及收益率较高,给予“增持”评级;看淡澳博控股新濠博亚娱乐(MLCO.US),因两者估值相对较高且缺乏现金回报,均予“减持”评级,以对冲行业基本面的不确定性。在大型股或流通性较好的股份中,该行偏好银河娱乐,予“增持”评级,看好其相对价值及中期增长优势。

责任编辑:钟离

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