《大行報告》麥格理下調澳門今年賭收預測 降美高梅中國(02282.HK)及新濠博亞(MLCO.US)評級至「中性」
麥格理發表研究報告,指今年首季澳門股有多項負面因素,包括上半年收入預期按年跌35%:短期旅遊限制鬆綁的可能性低;農曆新年表現亦難以預期如十一黃金周般,因內地鼓勵本地遊,訪澳門客量少限制博彩收益升幅;預期短期EBITDA維持稍高於收支平衡水平,但難以預期今年股份有明顯的派息。
該行指,注意到長期投資者正買入澳門賭股,因他們認為今年將會是轉變的一年,預期今年可逐步復甦,至明年盈利有所反彈。
該行下調賭股2021年賭收預期至2019年60%水平(早前預期為2019年的80%),目前估算下半年市況可復甦,但對明年維持保守的態度,看好擁有較長遠發展的股份。
該行表示,下調美高梅中國(02282.HK)及新濠博亞(MLCO.US)評級至「中性」,將金沙中國(01928.HK)從該行名單移除,但仍維持「跑贏大市」評級,首選銀娛(00027.HK),其次為澳博(00880.HK),因兩者今年均有新項目開幕。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.