《大行報告》美銀證券下調澳門今年賭收預測至按年跌70%
美銀證券發表報告指,6月份澳門賭收跌97%至7.16億澳門元,較預期估算跌80%為多,但符其他券商預期,認為遜預期的表現是因貴賓廳賭收主要來自一小部份客戶,導致贏率波動。6月份行業股價提升1.7%,跑輸恆指4.7%,預期7月份賭收跌90%,因估算7月份關口仍然關閉。
該行指,澳門在疫情數字方面顯示,已經準備好重開一段時間,但在周邊地區的挑戰仍大於預期,雖然香港正推動健康碼的措施,但仍決定延長隔離措施至8月7日,在此情況下,降今年賭收預期,由跌41%擴至跌70%。
該行預期第二季行業收入約13.76億美元,經調整EBITDA為-9.29億美元,相信第二季將是最差的一季,對行業長看法仍然看好,特別是中場增長。
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