大和:料次季澳門賭收跌95.6% 6家營運商錄虧損
大和總研發表研究報告指,今年第二季的澳門博彩毛收入或會跌至32.34億澳門元,按年跌95.6%,是有史以來最差的季度表現,較該行預期90%的跌幅更差,但相信將有所改善。該行續指,人民幣貶值壓力可能會在中短期內影響貴賓廳博彩毛收入,預計所有6家賭場運營商都將在第二季度錄得虧損,當中澳博控股(0880.HK)錄得最大EBITDA跌幅,將按年跌163%。
大和指,預計澳博以外,其他賭場運營商第二季EBITD按年下降133-145%。目前預計自由行簽證將在第三季度恢復,該行推薦順序為金沙中國(1928.HK)、銀河娛樂(0027.HK)、澳博控股,美高梅中國(2282.HK)和永利澳門(1128.HK),又對2020年整體行業的博彩毛收入預測為按年跌65.4%。
該行對澳門博彩股的偏好為新濠博亞娛樂、金沙中國,均予“買入”評級;予銀河娛樂“優於大市”評級;以及澳博、美高梅中國及永利澳門“持有”評級。
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