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《大行報告》匯豐研究:澳門4月賭收趨勢按年跌逾九成
阿思達克 04-15 12:00
匯豐研究發表報告,指澳門4月首十三天賭收約為8.5億澳門元(下同),即相等於日均賭收4,400萬元,對比一周前日均賭收為1億元及一年前的7.29億元。按業務區分,在復活節期間,中場業務按年跌93-95%,貴賓廳業務量跌86-90%。有主要中介人亦表示,其資產負債表開始受壓,因逾期欠款增加及業務量下跌。

該行預期,4月份賭收按年跌幅為91-93%,認為行業短期風險仍高,很難預期今財年可見底,不過2021財年估值處於10.8倍的EV/EBITDA,看來合理,流動性風險亦可控,因目前澳門仍然是內地旅客少數可選旅行地之一。該行建議投資者小心選股,看好新濠博亞娛樂。

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