瑞信:濠賭股今年首兩季盈測有下調風險
瑞信發表研究報告,指澳門賭股因應武漢肺炎由高位下跌10-15%。該行相信對長遠行業結構影響不大,但短期會影響賭收和因缺乏可見性而拉低股價,料農曆年假期整體賭收跌40-50%,而且相信會再有下跌空間,因內地暫停自由行。
該行指,首四日的澳門訪客人數跌69%,其中中國遊客跌75%。而從兩大中介人的數字,首四日假期的轉碼數跌50%,1月首18日跌15%,去年第四季跌25%。目前只有少數大額玩家仍然繼續前往澳門,而大部份中高端客户都取消行程,未來數日料收入會有明顯下跌。
中場方面,該行指,預期平均跌40%,目前首三日按年跌40-50%,亦較平時週末跌10-20%,路氹酒店入住率亦跌至約60%。行業估算,有40%客人取消已預訂行程。該行又指,短期多項限制旅客的措施會有負面影響,而未來的可見性較低,有下調盈利預期的風險,包括首季及次季。
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