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大行评级 | 摩通:微降美高梅中国及澳博目标价 首选银娱及金沙中国

Bank Ratings | Motong: Slightly Lowering MGM China and Aobo Target Prices Preferring Bank Entertainment and Sands China

Gelonghui Finance ·  Jul 4, 2023 13:22
According to a research report published by Glonway on July 4, J.P. Morgan Chase published a research report by Macau expo companies next month. Considering the strong recovery in gaming revenue in June and the second quarter, they will raise their forecasts for this year and next two years. Currently, they are 10% and 5% higher than the general expectations of the market. The bank said that the Macau gaming industry is one of the very few industries in China that can easily overcome difficulties in the face of macroeconomic challenges. It believes that value has not yet been fully released in terms of current price levels, so it believes the second-quarter performance will help drive the performance of Haobble stocks. Motong slightly adjusted its stock preferences. Currently, preferences are Bank Entertainment (0027.HK) and Sands China (1928.HK), followed by New Horizons International (0200.HK), MGM China (2282.HK), Wynn Macau (1128.HK), and Australian Expo (0880.HK) slightly downgraded the MGM China (2282.HK) target price from HK$15.5 to HK$15, maintaining the “increase” investment rating; Weibo (0) downgraded the “hold” investment rating; 880.HK) The target price dropped from HK$4 to HK$3.8, maintaining a “neutral” investment rating.

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