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《大行報告》摩通料無收入下銀娛(00027.HK)所持現金足夠生存六年 金沙為兩年
阿思達克 04-06 14:15
摩根大通發表報告表示,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(00027.HK)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。

報告補充,截至去年底,金沙(01128.HK)手頭現金流動性約為45億美元、銀娛有68億美元、永利(01928.HK)有22億美元、新濠國際(00220.HK)有27億美元、澳博(00880.HK)有33億美元及美高梅中國(02282.HK)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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