《大行报告》麦格理:澳门上周赌收有改善 首选金沙中国(01928.HK)
麦格理发表报告指,根据其渠道调查,10月12-18日澳门平均每日赌收为2亿澳门元,表现较10月8-11日有所改善,而今月以来澳门赌收跌幅约为75-77%,而10月1-11日的跌幅则为78-79%。
该行指出澳门10月以来中场赌收按年下跌72-74%,而10月1-11日跌幅则为73-75%,在贵宾厅方面今月以来规模跌八成,而今月首十一日跌幅则介乎82-84%,而赢率亦轻微改善至2.6-2.8%,而今月则为2.5-2.7%。
麦格理渠道调查亦显示过去一周访客量有改善,估计澳门将稍後公布访澳人数,料将达每日2万-2.5万人次,与之前黄金周表现相近。另外该行估计假设本月余下时间日均赌收介乎1.8亿至2.4亿澳门元,10月赌收将按年跌72-76%,而11月的日均赌收则料为2.4亿澳门元,意味赌收按年跌69%,认为假如澳门博彩收入按年跌幅少於七成,营运商在EBITDA层面应可达收支平衡。
麦格理现时仍料直至今年第四季尾赌收势头将继续趋升,认为广东的旅客升势只是刚刚开始,第四季料高端中场营运商将聚焦於争取路(乙水)方面的市场份额,特别是银河娱乐(00027.HK)及新濠(MLCO.US),首选金沙中国\(01928.HK),认为可受惠旅客表现改善。(el/w) ~
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