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《大行報告》瑞銀:粵澳推新通關措施 料助澳門賭收回復至疫情前20至25%水平
阿思達克 07-17 15:50
瑞銀發表報告,隨著廣東省及澳門放寬旅遊檢疫限制措施,但個人遊簽注仍然暫停,比較不同旅客到訪澳門的不同情境下,該行料粵澳放寬旅遊檢疫限制措施,將有助澳門博彩收入回復至新冠疫情前介乎20至25%水平。

該行指,若澳門未來數月能與香港合作進行「旅遊泡沫」計劃、廣東省恢復對澳門個人遊簽注,估計將有助澳門博彩收入回復至新冠疫情前介乎60至65%水平,博企就能夠產生正現金流。該行認為關鍵之一是香港新冠疫情的發展,何時回復平穩。

瑞銀表示,濠賭股目前估值相當於預測明年企業價值對EBITDA的9.8倍,低於歷史平均值1.4個標差準,而該行的濠賭股首選為新濠博亞(予目標價21.8美元)、金沙中國(01928.HK)(予目標價37港元)、澳博控股(00880.HK)(予目標價10.6港元)及銀河娛樂(00027.HK)(予目標價61港元)。

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