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美銀美林:料第四季澳門賭收跌5.5% 六家博企均予“買入”評級
格隆匯 10-31 16:56

美銀美林發表研究報告指,第三季澳門賭收按年跌4.1%,預期未來會進一步惡化,預期賭收增長在第四季跌5.5%,相比首三季跌幅為1.7%,主要受高基數和澳門迴歸20週年國家領導人於12月訪澳影響。

該行預期,中場增長會於明年上半年放慢至中單位數,並於下半年再次加速。整體預期今明兩年中場增長分別為10%及7%,而貴賓廳則跌18%及跌3%。該行降2019-20年行業預期2.3%及3.6%,但相信盈利仍會有6%及8%的升幅。

目前行業基本面穩健,但估值比長期平均值低19%(1個標準差),該行認為風險回報率吸引,予六間賭企“買入”評級。

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