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《大行报告》摩通料无收入下银娱(00027.HK)所持现金足够生存六年 金沙为两年
阿思达克 04-06 14:15
摩根大通发表报告表示,预期所有澳门赌场运营商拥有充足的流动性,可以在这个前所未有的「零收入」时期中生存超过1年,当中银娱(00027.HK)更可生存至少6年;若赌收为每日约3亿澳门元,行业可达到EBITDA收支平衡,而现金流收支平衡则需赌收达每日4亿澳门元。

报告补充,截至去年底,金沙(01128.HK)手头现金流动性约为45亿美元、银娱有68亿美元、永利(01928.HK)有22亿美元、新濠国际(00220.HK)有27亿美元、澳博(00880.HK)有33亿美元及美高梅中国(02282.HK)有10亿美元,以此计算,即使在没有收入的日子,银娱仍可生存逾6年,澳博为4年,金沙/新濠国际/永利则约为2年,美高梅中国料仅逾一年。

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