美銀:予澳門博彩業中性評級,4月份賭收或再受打擊
格隆匯4月26日丨美銀髮研報指,預期今年澳門博彩收入恢復至2019年的大約40%,當中中場及貴賓廳業務分別恢復至2019年的62%及8%,另外又見到有下行風險。該行指,3月份賭收按年跌55.8%,按月跌52.7%至36.72億澳門元,只有2019年水平的14%,又指4月份的訪客量仍然不樂觀,賭收或再受打擊。該行給予澳門博彩行業“中性”評級。
該行假設今年中場及貴賓廳業務分別回覆至2019年水平的50%及8%,今年賭收將為2019年水平的約35%。該行續指,以最差情況計算,若封城措施持續至年底,今年賭收或貼近2020年水平,即約2019年水平的21%。該行認為,市場不會對4月賭收表現差而感到意外,但如果5月及6月的復甦維持低於20%,相信市場會有負面反應。該行又認為,濠賭股的流動性並非短期內需要擔憂的。
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