《大行报告》大摩：濠赌首选股改为美高梅中国(02282.HK) 看好中场市占扩张

阿斯达克财经2023-03-03

摩根士丹利发表研究报告指，由于当前的估值和中场的市场份额，将濠赌首选股由新濠博亚(MLCO.US) 改为美高梅中国(02282.HK) 。该行将美高梅中国的评级一举上调至“增持”，目标价13元。该行表示，美高梅中国是澳门唯一一间在新特许经营权下赌桌数量有所增加的营运商，预计其按赌桌数量计算的市场份额将从2019年的8%增加到今年的13%。该行相信，其中场的市场份额将从2019年的10%增加到...

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HK), optimistic about the expansion of midfield market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02282":1},"content_text":"摩根士丹利发表研究报告指，由于当前的估值和中场的市场份额，将濠赌首选股由新濠博亚(MLCO.US)  改为美高梅中国(02282.HK) 。该行将美高梅中国的评级一举上调至“增持”，目标价13元。该行表示，美高梅中国是澳门唯一一间在新特许经营权下赌桌数量有所增加的营运商，预计其按赌桌数量计算的市场份额将从2019年的8%增加到今年的13%。该行相信，其中场的市场份额将从2019年的10%增加到2024年的13%。该行指美高梅中国中场市场份额在疫情期间持续上升，而新濠博亚则有所下降。更重要的是，该行对美高梅中国2024年的预测比市场高出30%，因为市场普遍看跌其明年获得更高市场份额的能力。目前该行对濠赌股的偏好依次分别为美高梅中国、新濠博亚、金沙中国(01928.HK) 、银娱(00027.HK) 、永利澳门(01128.HK) 及澳博(00880.HK) 。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2023-03-03 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"claudebot","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2316449649"}