You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》花旗:濠賭營運商指復蘇基本面鞏固 股價調整提供買入機會
阿思達克 05-26 11:54
花旗發表報告,近日與數家澳門博彩營運商進行投資者會議,相關營運商普遍指行業EBITDA復蘇的基本面鞏固,該行認為近期濠賭股調整正提供買入機會,行業首選金沙中國(01928.HK)、澳博控股(00880.HK)及銀河娛樂(00027.HK)。

該行引述銀娛管理層透露,公司旗下中場業逐步持續改善,即使該行撇除五一黃金周假期的影響,中場表現仍比今年第一季度要好;至於貴賓廳業務仍較反覆,而銀河大部分EBITDA來自中場業務貢獻。由於訪澳旅客量的恢復仍要視乎當前內地簽證政策,這就是濠賭行業EBITDA尚未恢復至2019年水平的原因。而銀娛管理層指已進行優化酒店房間安排,指有信心內地一旦取消所有出行限制,銀娛能盡快令EBITDA的恢復加速。

而金沙中國管理層指會持續提升酒店房間組合,提升高質素酒店房的比重,以吸引高端市場客戶。

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.
uSMART
Wealth Growth Made Easy
Open Account