《大行报告》汇丰研究降金沙(01928.HK)、银娱(00027.HK)及永利澳门(01128.HK)评级至「持有」
汇丰研究发表报告指,在澳门疫情爆发及赌场关闭15天期间,2月份的博彩总收入按年下跌88%至31亿澳门元。虽然在赌场首日重新开放後,3月7日的客流量由原来的每日4,900名升至每日11,000名,但每天约有4,000名访客在澳门被要求进行强制性病毒测试,抑制博彩需求。该行又指,监於个人游计划及旅游团暂停,首五位博彩中介因而关闭了3个贵宾室,料在4月底前难以出现有意义的复苏。
假设中国旅游活动在今年第二季末逐渐复苏,日均收益率有望由第二季的少於2亿澳门元上升至5亿澳门元,并在第四季达到接近8亿澳门元。该行将濠赌股2020财年的收入增长预测下调至跌27%,并将2021财年的博彩收益增长预测调高至升40%。对濠赌股2020至2021年的EBITDA预测分别平均下调32%及13%。
该行将金沙中国(01928.HK)、银娱(00027.HK)及永利澳门(01128.HK)的投资评级由原来的「买入」调低至「持有」,并继续喜欢美高梅中国(02282.HK)的估值。
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.