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大摩:降澳门博彩股中场增长预测 料今年毛收入跌3%
格隆汇 09-17 11:14

摩根士丹利发表报告称,虽然澳门博彩股估值具吸引力,但认为其盈利尚未触底,下调今年中场及贵宾业务的增长预测,将2020年中场业务收入增长率预测从10%下调至7%,并预计今年澳门博彩的毛收入将下滑3%。

报告亦指,其他因素如中场业务增长较慢,以及因新酒店开业延迟而使房间销售增长放缓等,亦成为担忧因素。

短期方面,报告较看好美高梅中国(2282.HK)、新濠国际发展(0200.HK)和金沙中国(1928.HK),因预计其三季度税息折旧及摊销前利润能够实现按季增长;而银河娱乐(0027.HK)、永利澳门(1128.HK)和澳博控股(0880.HK)则料按季下滑。

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