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《大行報告》花旗料銀娛(00027.HK)上季EBITDA表現在同業中最佳 料行業至2023年纔可回覆至疫前水平
花旗發表研究報告指出,內地與澳門疫情捲土重來,令澳門第三季賭收按季跌約26%,因此行業稅息折舊及攤銷前盈利(EBITDA)下降料不令市場意外。在此充滿挑戰的季度,根據該行估計,澳門整體將表現出韌性及設法實現收支平衡,預期6個賭場營運商中,有4個營運商基於成本控制得宜而將錄得正面的EBITDA。 而在賭股中,該行首選銀娛(00027.HK),料其第三季EBITDA表現爲同業中最佳,估計澳博控股(00880.HK)由於旗下全新綜合渡假村「上葡京」於期內開業,料季度EBITDA虧損顯着擴大。 此外,該行預測澳門全年賭收爲893億澳門元,相當於2019年約31%的水平,估計至2022年將按年恢復約88%,至1,680億澳門元,預期行業EBITDA至2023年纔可恢復至疫前水平。
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