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花旗:料第四季澳門賭收跌7% 短期推薦新濠(0200.HK)、美高梅(2282.HK)
格隆匯 10-11 14:14

花旗發表研究報告表示,對第四季澳門博彩收入的前景更為悲觀,預計按年將跌7%。該行大幅下調明年貴賓業務收入預測,料中場業務增長將難以抵銷貴賓業務的下滑。

花旗短期推薦新濠國際發展(0200.HK)和美高梅中國(2282.HK),而長期則看好金沙中國(1928.HK)和銀河娛樂(0027.HK)。

花旗報告指出,近期多項指標轉向負面:過夜訪客轉為負增長、廣東以外的其他省份訪客大幅下降、黃金週表現疲軟、貴賓業務亦遜於預期。

花旗預計,2020年澳門博彩收入按年將跌2%;貴賓業務收入由此前預計下跌1%,改為現時預料下滑17%,但明年中場業務收入增長預測則由7%上調至9%。

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