《大行报告》瑞信降今明两年赌收预测 下调濠赌股目标价
瑞信发表报告表示,即使市场憧憬新冠疫苗的推出,但该行相信澳门赌业面对结构性问题且对行业前景感审慎,主因目前访澳旅客持续低位,即使疫苗推出後,料今年下半年旅客量仍少,同时内地监管条例逐步收紧、较低VIP持有量及中场消费以中端为主等皆为影响因素。
该行将2021至2022年度赌收预测下调14%及12%,将盈利预测降12%及10%,低於市场平均预期21%及15%,更料有进一步下调空间,故维持银娱(00027.HK)及金沙中国(01928.HK)「中性」评级、永利(01128.HK)「跑输大市」评级,但降澳博(00880.HK)、新濠国际(00200.HK)、美高梅中国(02282.HK)至「跑输大市」评级。
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