富瑞:永利澳門(1128.HK)季績疲軟但在預期之內 維持“持有”評級
富瑞發表研究報告指,永利澳門(1128.HK)今年首季業績表現疲軟但在預期之內。該行維持永利澳門目標價11.6港元,以及“持有”評級。
富瑞表示,集團經調整EBITDA下跌92%至2900萬美元,由於澳門賭場2月份時停業半個月,博彩業的博彩總收入跌60%,金沙中國(1928.HK)及美高梅中國(2282.HK)都已宣佈業績表現疲弱,因此未有令市場感意外。
該行又指,除非旅遊及檢疫措施,特別是對廣東入境人士的14天強制檢疫措施放寬,否則5月份的表現亦不會有太大改變。鑑於個別省份放寬自由行,預計行業僅出現輕微反彈。該行預料今年行業的博彩收入將按年下跌45%,然後明年則反彈33%。

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