《大行报告》美银证券下调澳门今年赌收预测至按年跌70%
美银证券发表报告指,6月份澳门赌收跌97%至7.16亿澳门元,较预期估算跌80%为多,但符其他券商预期,认为逊预期的表现是因贵宾厅赌收主要来自一小部份客户,导致赢率波动。6月份行业股价提升1.7%,跑输恒指4.7%,预期7月份赌收跌90%,因估算7月份关口仍然关闭。
该行指,澳门在疫情数字方面显示,已经准备好重开一段时间,但在周边地区的挑战仍大於预期,虽然香港正推动健康码的措施,但仍决定延长隔离措施至8月7日,在此情况下,降今年赌收预期,由跌41%扩至跌70%。
该行预期第二季行业收入约13.76亿美元,经调整EBITDA为-9.29亿美元,相信第二季将是最差的一季,对行业长看法仍然看好,特别是中场增长。
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