《大行报告》美银证券料澳门2022年赌收可回复以往水平 喜爱银娱、澳博及金沙中国
美银证券发表报告,澳门博彩板块已从3月的高位回调15%,几乎抵消今年升幅,由於市场重置对放宽边境限制预期,行业的风险已经改善,预计即使没有任何放宽政策,澳门赌收也会在暑假期间回升,在相对稳定的成本下,第二季的EBTIDA应该有良好的连续季度增长。
美银证券指,市场对高端中场的担忧是过多,因五一黄金周其表现强劲。而由於预期澳门博彩业五一黄金周期间,EBTIDA回复至疫情前超过60%的水平,预计一旦边境完全正常化,就可以在明年恢复到接近疫情前100%的水平。该行更偏好其买入评级中的银娱(00027.HK)、澳博(00880.HK)和金沙中国(01928.HK),因为看好新项目带来更强的增长潜力。
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