濠賭股續跌逾3%-6%美高梅最傷 瑞信降今年澳門賭收預測及濠賭股評級
瑞信降今年澳門賭收預測及降大部分濠賭股評級,相關今天全面捱沽兼股價連跌第四天,藍籌銀娛(00027.HK)跌破百天線(54.93元),最低見54.5元,現造54.9元,續挫4.9%;同為藍籌金沙中國(01928.HK)正考驗百天線(31.65元),最低見31.6元,現造31.65元,續挫4.5%。
美高梅中國(02282.HK)失守百天線(10.16元),最低見9.96元,現造9.97元,續挫6.6%,股價正考驗牛熊線(9.91元);永利澳門(01128.HK)最低見12.86元,創逾一個月低,現造12.88元,續挫4.7%;新濠國際(00200.HK)失守百天線(15.63元),報15.58元,續挫4.8%。澳博(00880.HK)低見9.95元,現造9.98元,續跌3.3%。
瑞信指,儘管市場正憧憬澳門賭股復甦和重開及未來會有更持續中場增長,但該行相信路途仍然未明,料行業短期風險仍存。因為在疫情下,澳門博彩業將面對結構性改變,包括監管收緊、貴賓廳規模縮少、雖然中場復甦,但利潤會減少、自由現金流降低,以及賭牌條款仍然未確定,故瑞信將澳門今年賭收預測由原先估計跌72%,下調至跌81%,料今年第四季賭收跌77%。該行建議避開一些較高負債、貴賓廳業務偏重、資產配置較少彈性的濠賭股。
該行表示,下調新濠、銀娛、金沙及美高梅評級至「中性」,並將永利評級降至「跑輸大市」,但維持澳博「中性」評級,相對地看好新濠和銀娛。
恆指午後跌幅曾擴至427點,低見24,027,現造24,069,急吐385點或1.6%,成交額778億元。
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