佳节与开放带旺业绩 博彩业盈利强劲复苏
博彩股
(吉隆坡12日讯)尽管资本市场持续面临前所未有的不确定性,不过,市场专家认为,博彩业仍有望实现大幅度盈利复苏,在2023年持续提供盈利增长,因此继续看好并呼吁大家增持博彩领域。
大华继显研究分析员表示,在各大佳节的推动下,如开斋节、国庆日及学校假期等,预计将推动博彩领域在今年第三季和末季,实现持续性的净利复苏。
“根据我们的调查渠道显示,在这些假期期间,云顶大马(GENM,,4715,主板消费股)的云顶世界(Resorts World Genting),在今年第三季的客流量,与疫前水平不相上下。”
“这将有助于大幅推动云顶世界的总赌博营收(GGR)复苏。”
至于万字票业(NFO)领域方面,万字销售也一直涌现回升的局面,尤其在假期期间,增长表现就更为明显。
万字票领域回酬率
旅游需求带动云顶
分析员表示,随着本地客流量持续强劲、外来旅客的到访量增加,以及旗下运营已全面恢复运作,预计将继续推动云顶(GENTING,3182,主板消费股)在本财年第三季的表现。
至于云顶大马,分析员表示,旗下的云顶世界将继续受益于酒店客房量的增加,即本财年次季仅有6000间客房,但如今已增加至7600间客房。
“同时,本财年第三季有多个假期,有助为云顶世界提供客流量。”
分析员点出,如若谈及国外业务表现,云顶的盈利表现,也将因圣淘沙云顶世界(RWS)的强劲表现而有所提振。
“圣淘沙云顶世界的表现强劲,主要是新加坡压抑已久的旅游需求终于能释放出来,加上酒店入住率走高,且客房价位处在平均水平,因此成功提振整体表现。”
博彩股比一比
股息支撑万字票股
分析员表示,万字票业领域的整体净利表现,虽然依旧难以恢复到疫情前水平,而过去几个季度的万字销售,依旧停留在疫情前80%至85%水平。
“尽管如此,鉴于目前的低基数、稳定的现金流,以及丰厚的回酬率,成功为博彩领域奠定成良好的避风港。”
分析员点出,以现在的走势来看,万能(MAGNUM,3859,主板消费股)和多多博彩(SPTOTO,1562,主板消费股)的股价依旧维持在疫情期间的低水平。
续增持博彩领域
“不过,我们预计这两家公司的股价将会逐步回升,因为随着业务恢复正常水平,派发的股息将会更多更诱人。”
分析员表示,将继续押注云顶集团盈利将大幅回升。
“我们的首先股是云顶和云顶大马,目标价分别为4令吉和6.92令吉。”
“至于万字票领域,我们同样看好万能和多多博彩,维持‘买入’评级,目标价分别为2.00令吉和2.19令吉。”
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BD%B3%E8%8A%82%E4%B8%8E%E5%BC%80%E6%94%BE%E5%B8%A6%E6%97%BA%E4%B8%9A%E7%BB%A9-%E5%8D%9A%E5%BD%A9%E4%B8%9A%E7%9B%88%E5%88%A9%E5%BC%BA%E5%8A%B2%E5%A4%8D%E8%8B%8F
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