瑞銀:濠賭股調整為買入機會 首選銀娛(0027.HK)及澳博(0880.HK)
瑞銀髮表的報告指,澳門1月份博彩收入按年跌11%至221億澳門元,按月下跌3%,日均賭收約為7.14億澳門元,認為考慮到武漢肺炎爆發表現未算差,而其渠道調查顯示日均賭收在最後十日顯著放慢至5.3億澳門元。該行估計受澳門旅遊禁令影響2月情況或更差,隨着旅行團及自由行叫停,料2月博彩收入將按年顯著
下滑,假如2月份博彩收入跌逾50%該行亦不會感到出奇。
瑞銀指出,受武漢肺炎爆發影響,自1月17日起行業市值已跌約200億美元,該行估計武漢肺炎確診個案增加,料未來數週、數月將為博彩收入帶來影響,但儘管面對短期波動,該行仍認為行業調整帶來了好的買入機會,首選銀娛(0027.HK)
及澳博(0880.HK)
。
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