《大行报告》摩通料今年末季澳门赌业EBITDA可回复至2019年水平
摩根大通发表报告指,澳门去年12月赌收表现符合预期,按年下跌66%至78亿澳门元,意味日均赌收为2.52亿澳门元,对比上两个月日均为2.3亿澳门元,并代表占2019年日均8亿澳门元的31%。按板块分,该行料上月贵宾厅赌收下跌75%至80%,中场则下跌约60%,均在预期内。
展望今年,该行指要作预测并不容易,认为澳门赌业复苏取决於赌客信心恢复的速度及程度,加上中国疫苗的发展进度及是否进一步放宽旅行(例如病毒测试和电子签证等)。
摩通维持澳门赌业将於明年全面正常化的预测,并估计行业於今年四个季度的赌收可分别回复至2019年水平的40%、55%、75%及90%,意味今年全年赌收为2019年的65%,其中贵宾厅及中场赌收分别恢复至当年的45%及75%。另外,由於有利的组合及成本控制,预期博彩企业盈利能力会快过收入恢复,该行料行业EBITDA於今年第四季可回复至2019年水平,并在明年进一步改善。
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