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《大行报告》花旗:濠赌营运商指复苏基本面巩固 股价调整提供买入机会
阿思达克 05-26 11:54
花旗发表报告,近日与数家澳门博彩营运商进行投资者会议,相关营运商普遍指行业EBITDA复苏的基本面巩固,该行认为近期濠赌股调整正提供买入机会,行业首选金沙中国(01928.HK)、澳博控股(00880.HK)及银河娱乐(00027.HK)。

该行引述银娱管理层透露,公司旗下中场业逐步持续改善,即使该行撇除五一黄金周假期的影响,中场表现仍比今年第一季度要好;至於贵宾厅业务仍较反覆,而银河大部分EBITDA来自中场业务贡献。由於访澳旅客量的恢复仍要视乎当前内地签证政策,这就是濠赌行业EBITDA尚未恢复至2019年水平的原因。而银娱管理层指已进行优化酒店房间安排,指有信心内地一旦取消所有出行限制,银娱能尽快令EBITDA的恢复加速。

而金沙中国管理层指会持续提升酒店房间组合,提升高质素酒店房的比重,以吸引高端市场客户。

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