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《大行報告》瑞信:永利澳門(01128.HK)次季業績略遜預期 料第三季續面臨挑戰
阿思達克 08-10 14:48
瑞信發表報告指,永利澳門(01128.HK)今年第二季業績略遜預期,物業稅息折舊及攤銷前虧損(LBITDA)錄9,000萬美元,較市場預期的虧損7,500萬元為差,當中約800萬美元是受到較正常為低的貴賓廳贏率影響。另一方面,集團賭收按季倒退57%,跌幅較行業的53%為大,貴賓廳及中場的市場佔有率均出現下降。 瑞信預期,永利澳門第三季表現將繼續面對挑戰,雖然該行仍喜好集團的高檔資產,及在高檔市場的穩健品牌,但行業賭收疲弱料依然會拖累股份表現,建議等待賭收有更為穩固的持續復甦信號。
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