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《大行報告》里昂下調澳門今明兩年賭收預測各11%及10% 調整濠賭股目標價
里昂發表報告指,經過首季的疲弱表現後,澳門博彩業近期的復甦前景仍然黯淡。該行現時預計行業復甦將於明年農曆新年期間開始,並於明年第二季出現更明顯的提升。 因此,里昂將澳門博彩業今明兩年賭收預測分別下調11%及10%,稅息折舊及攤銷前盈利(EBITDA)預測更下調64%及21%。至於2024年的看法基本保持不變,僅將賭收及EBITDA預測分別下調3%及1%,該行現時預期行業中場業務在2024年第三季會正常化。 除銀河娛樂(00027.HK)外,里昂下調澳門博彩股的股份目標價(另見表),並維持銀娛、新濠博亞(MLCO.US)、金沙中國(01928.HK)及永利澳門(01128.HK)的「買入」評級。
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