瑞銀:料澳門賭場重開對EBITDA無實質性貢獻 看好銀娛(0027.HK)等
瑞銀髮表研究報告指,澳門政府允許賭場於2月20日重開,即賭場暫停營運合共15天,快於預期,相信可有助部份貴賓廳、高端中場業務回覆,但預期對EBITDA無實質性貢獻,因中場業務仍然受內地限制簽證之影響。
該行指,賭場營運商可自2月20日起,申請額外30天作符合規則的準備,包括確保員工配戴口罩、體温檢查等,同時亦限制賭枱數目,相信賭場重開是希望維持8.4萬行業員工的生計,多於對抗疫情工作完成。
該行又指,於2月16日只有1,400內地客到澳門,對比去年日平均數為7.65萬人次,繼續認為市場對行業反應過度,相信行業增加酒店供應、新的輕軌都有助中場增長及重估,看好銀娛(0027.HK)、澳博(0880.HK)、新濠。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.