《大行報告》瑞信:澳門2月賭收勢按年跌90% 長遠增長仍正面
瑞信發表研究報告指,雖然澳門賭場已重開,但相信2月賭收會跌90%,因需求仍然受新型冠狀病毒疫情影響。
該行指,貴賓廳業務目前是正常的15%,幸運因素則因玩家較少而變得非常波動,中介人展望亦變得更審慎,即使賭場重開後,轉碼數未見增長;中場方面只有疫情前5%的表現,高端中場仍然較弱,因遊客仍未回歸澳門,賭場目前亦鼓勵員工休假。
該行又拍,若目前情況持續,料3、4月的賭收跌60-80%;前估值不算便宜,達2021年EBITDA的12倍,而且具有風險;賭牌問題預期會於4月施政報告中披露更多資訊,詳情仍有待留意。
該行看好澳門長期增長機會,但市場目前對其復甦有過份樂觀預期。
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