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《大行报告》瑞信:濠赌场停运半月 料势降预测 指现见底属言之过早
阿思达克 02-04 15:09

就澳门中午公布因内地疫情决定暂停当地赌场营运半个月,因当地第9名确疹病人可能已发生人传人,瑞信发表报示,停运赌场决定将会拖累濠赌股较长时期的股价表现,证券同业亦将下调行业预测,将构成短期利淡因素。

该行指,随着澳门实施旅游限制、对疫情关注、停批个人游等,势将令澳门博彩收入短期维持弱势。该行认为,濠赌股目前难言已经触底,行业现估值相当预测今年企业价值对EBITDA的12倍,对比历史平均12.5倍,参照行业以往艰难时刻,行业估值已跌至企业价值对EBITDA约9倍至10倍。

瑞信认为,基於行业盈利的不确定性,透明度有限,相信行业需回落至企业价值对EBITDA的10倍至11倍水平,才算吸引。

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