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《大行報告》大摩降澳門今年賭收預測至跌60% 料明年按年反彈110%
阿思達克 07-21 14:14
摩根士丹利發表研究報告,降今年澳門賭收預期10%,以反映今年第二季轉弱,及旅遊復甦表現較慢,但對濠賭股的目標價和2021及2022年的預期大致維持不變。

該行指,廣東省自7月15日起放寬自澳門返回需隔離14天的限制,首兩天訪客人數有明顯上升,相信復甦持續,但整體增長仍需視乎自由行的恢復和隔離限制的解除。

大摩表示指,調整2020年至2022年賭收預期,分別由跌55%、升90%及升15%,調整至跌60%、升110%、升20%,以反映第二季轉弱,以及自由行仍未恢復。

該行估計澳門博彩業今年第三季的表現將較首季低,除非自由行快速放寬,預期中場跌65%,貴賓廳跌50%,因應經營開支下跌,令濠賭股EBITDA可於季內達收支平衡。

另外,在過去兩個月,有4間澳企表示有意或已發行新債,涉及42.5億美元,以利率約5%計,代表利息開支在2.1億美元。

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