瑞銀:澳門10月首7日賭收符預期 對行業看法中性
瑞銀髮表研究報告,稱根據渠道調查,澳門10月首7日總博彩收入為20億澳門元(下同),按年跌75%,日均賭收為2.9億元,表現符合該行在黃金週前下調至2.5億至3億元的預測,主要由於貴賓廳面對持續監管壓力。
黃金週首7日的旅客人數13.9萬,按年跌86%,總博彩收入恢復的速度快過旅客。雖然上月23日全國恢復個人遊簽證,但處理簽證需時,大多數非廣東旅客在黃金週期間都不會到澳門,預計非廣東省旅客10月中才恢復。
為方便旅客做新型肺炎測試,澳門政府容許8間賭場設立樣本收集點。該行認為,下一步需關注有關放寬關口的消息,估計以目前情況,現時的政策仍會維持1至2個月。
由於黃金週預期下降,濠賭股股價9月開始下跌,目前2021年預測企業估值(EV/EBITDA)為11.1倍,而歷史平均水平為12.5倍。該行表示,目前對行業持中性看法,首選股為金沙中國(1928.HK)及新濠博亞。
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