瑞信:澳門上月賭收符預期 建議投資者逐漸吸納金沙及新濠博亞
瑞信發表研究報告,指去年12月澳門賭收錄228億澳門元,按年跌14%,符市場預期;按板塊劃分,該行推算貴賓廳跌33%至35%,中場則升0%至1%,主要受國家主席習近平上月訪澳,收緊入境限制所影響。
該行指出,第四季,賭收按年跌8%,按季則升2%;貴賓廳表現持續疲弱,按年跌幅擴至26%至27%(第三季跌25%);受入境限制短期影響,中場增長放慢至介乎6%至7%(首三季增長12%);此外,EBITDA按季錄輕微增長。
瑞信又稱,經農曆新年調整後,隨着入境限制放寬及迎來春節季節性強勢,預期今年首兩月賭收按年跌幅將收窄至介乎2%至3%。該行稱,整體而言,相信濠賭板塊價值未顯現,去年末季疲弱表現符預期,而受惠內地對澳門特區支持政策、相信賭收增長改善會有助市場氣氛,建議投資者逐漸吸納金沙中國(01928.HK)及新濠博亞。

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