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《大行報告》大摩下修澳門今年賭收預測至按年跌80% 料明年賭收為2019年的73%
阿思達克 10-12 14:52
大摩發表研究報告指,澳門第三季賭收按季升51%,其中中場增速較貴賓廳快,但預期整體行業息稅折舊前虧損(LBITDA)維持在8.2億美元高水平,復甦亦較預期慢,但估值為2019年EV/EBITDA的10倍,十分吸引。

澳門賭收在第三季按季增51%至6.11億美元,該行預期貴賓廳(增長37%)賭收跑輸中場+角子機(增長61%),主因中介人業務較弱,同時贏率較低。賭收持續復甦未有對EBITDA有很大幫助,因增幅相對營運開支仍然較少。

該行又指,相信中場及半島的賭場表現會較路(乙水)和貴賓廳的表現較好。預期今年賭收跌幅由75%增至80%,因9月及10月的表現較差,而2021至22年則維持不變,分別為2,130億及2,790億澳門元。

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