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花旗:澳門10月賭收略勝預期 料11月按年跌8%
格隆匯 11-04 11:10
花旗發表的研究報告指,10月份澳門博彩收入為264億澳門元,按年跌3%,稍為好過市場早前預期的按年跌4%,亦好過該行預測,反映上月最後11日的日均賭收為7.13億澳門元,較一星期前少約17%,該行相信大部分是由於貴賓廳贏率所拖累,因為在過去數天有一中介人贏率特別低。該行估計10月份貴賓廳賭收按年跌約20%,而中場則升14%-17%左右,當中金沙中國(1928.HK) 、美高梅中國(2282.HK) 及新濠博亞市佔均有所提升。該行估計11月份澳門賭收將為230億澳門元,按年下跌8%。
花旗指出永利澳門(1128.HK) 母公司將於美國時間11月6日收市後公佈第三季業績,考慮到管理層對7-8月份的指引,估計永利澳門貴賓廳賭收將按季跌約14%,主要因為相關規模按季跌18%,而中場賭收則料保持平穩,按季增長約3%。另外該行估計永利澳門及永利皇宮EBITDA將分別按季跌15%及3%。
花旗指銀娛亦將於11月7日公佈第三季業績,估計淨收入將分別按年及按季跌2%和3%至127.56億港元,而經調整EBITDA則按年升2%至39.48億港元, 該行相信公司市場佔有率大致不變,約為21%,並預計受貴賓廳業務弱勢、中場維持穩健影響,澳門銀河EBTIDA將按季跌5%,而澳門星際酒店EBITDA則按季跌約18%,主要因為裝修影響到部分營運。
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