智通财经APP获悉，摩根大通发布研究报告称，将澳博控股(00880)及新濠国际发展(00200)目标价分别下调至2.5港元及4.1港元，评级“中性”及“减持”。该行并将永利澳门及金沙中国目标价各降至7.5港元及21.5港元，维持“增持”评级。
报告称，去年第四季澳门博彩收入表现是连续20个季度最好，且目前行业估值低，为平均EBITDA的约9倍，因此关注个别股份alpha投资机会，继续列银河娱乐(00027)为首选股，其次为美高梅中国(02282)，相信美高梅中国去年第四季的市场占有率及EBITDA增长可超越同业。
目前摩通对濠赌股选股顺序维持为银娱、美高梅中国、永利澳门(01128)、金沙中国(01928)，以及澳博控股(00880)和新濠国际发展。一众博彩营运商将于本月底至3月初公布去年第四季业绩，摩通预测行业EBITDA可按季增长2%至3%，利润率估计持平，预期银娱及美高梅可成为赢家，占有率可分别按季提升0.9及0.8个百分点，而金沙中国及澳博将为市场份额输家。
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