Morgan Rise of gaming stocks target price short-term selection silver entertainment and Jinsha vstart

Morgan: Rise of gaming stocks target price short-term selection silver entertainment and the hot column capital flows thousands thousand shares rating stocks the latest rating diagnosis simulated trading client Sina App: Live on-line blogger to guide Sina Hong Kong APP: real time market exclusive reference Hong Kong stocks also worth the investment? What’s the problem? Where is the future of the way out? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. Morgan Stanley report, gaming stocks valuation is equivalent to prediction of EV EBITDA was 14.5 times in 2017, and the free cash flow yield 6.1%, did not attract. The midfielder in 2017 revenue growth or not more than 10%, Morgan Stanley lowered the gaming stocks 2016-2018 year EBITDA growth forecast 1-2%. 2017 EBITDA growth forecast of 8%, lower than market expectations, the bank believes that the market may underestimate the new casino competition and additional costs. It is also expected that there will be no strong growth in the number of visitors to Macao before the infrastructure improvement in 2018-2020. The growth of midfield will depend mainly on the change of per capita consumption and structure. The bank lowered gaming revenue forecast in 2017 to +2% to reflect the weak growth of the VIP lounge. At the same time, reducing MGM (02282.HK) 2017 EBITDA forecast 10%, due to the distributing of gambling less than expected; the other Wynn Macao (01128.HK) project due to the delay in the opening, down EBITDA’s forecast in 2017 10%, and expected to bring high risk self Wynn Palace nibble. The bank said that the short-term bullish silver Entertainment (00027.HK) and Jinsha (01928.HK) more than MGM and Wynn Macao, SJM (00880.HK); due to the expected rise in the palace Wynn than the market is expected to slow, and believe in the MGM and SJM Road (b water project) before the opening, will lead to loss of market share. Sands, Wynn, SJM, silver entertainment, MGM target price by 25 yuan, 11 yuan, 5 yuan, 29 yuan, 9 yuan rose to 33.8 yuan, 14 yuan, 5.3 yuan, 33.4 yuan and 11.5 yuan. Enter the Sina financial stocks] discussion相关的主题文章: