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港股異動 | 濠賭股全線反彈 銀娛(0027.HK)升逾4%領漲
格隆匯 04-06 15:37
格隆匯4月6日丨濠賭股全線反彈,銀娛(0027.HK)升逾4%領漲,澳博控股、永利澳門漲逾3%,新濠國際發展、美高梅漲逾2%。今年以來,受新冠肺炎疫情等因素影響,濠賭股持續下挫。上週三(1日)公佈的數據顯示,澳門1-3月份幸運博彩毛收入305億澳門元,同比下降60%;澳門3月份幸運博彩毛收入53億澳門元,同比下降79.7%。不過,摩通最新發研報指,預期所有澳門賭場運營商擁有充足的流動性,可以在這個前所未有的“零收入”時期中生存超過1年,當中銀娛更可生存至少6年;若賭收為每日約3億澳門元,行業可達到EBITDA收支平衡,而現金流收支平衡則需賭收達每日4億澳門元。截至去年底,金沙手頭現金流動性約為45億美元、銀娛有68億美元、永利有22億美元、新濠國際有27億美元、澳博有33億美元及美高梅中國有10億美元,以此計算,即使在沒有收入的日子,銀娛仍可生存逾6年,澳博為4年,金沙/新濠國際/永利則約為2年,美高梅中國料僅逾一年。
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