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《大行报告》瑞信下调澳门今年赌收预测至按年跌81%
阿思达克 09-21 10:30
瑞信发表报告,指市场正憧憬澳门赌股复苏和重开,未来会有更持续的中场增长,不过该行相信路途仍然未明,料行业短期风险仍存。

该行指,因应疫情下,澳门博彩行业受面对结构性改变,包括监管收紧、贵宾厅规模缩少、虽然中场复苏,但利润会减少、自由现金流降低,以及赌牌条款仍然未确定。

瑞信称,降澳门今年赌收预期,由跌72%降至跌81%,预期第四季赌收跌77%,至2022年仍较去年水平低9%,因贵宾厅规模减少,建议避开一些较高负债、贵宾厅业务偏重、资产配置较少弹性的濠赌股。

该行表示,下调新濠国际(00200.HK)、银娱(00027.HK)、金沙中国(01928.HK)、美高梅中国(02282.HK)投资评级均至「中性」,并将永利澳门(01128.HK)评级降至「跑输大市」,而该行维持澳博(00880.HK)「中性」评级,相对地看好新濠和银娱。

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