《大行報告》里昂料濠賭股第三季業績按季轉弱 估計賭收明年首季才會明顯回升
里昂發表研究報告指出,澳門重新開放的時間表及賭牌更新前景缺乏明確性,該行預期現有的六個賭牌將可續期,但在沒有具體的續期條款情況下,賭場營運商未有提供再融資和資本支出計劃內容。雖然最近澳門放寬旅行限制,惟相信第三季仍面臨挑戰,並加劇看淡黃金周的預期。
該行預計,隨著賭場關閉約三周,以及對黃金周表現低迷的預期,料賭場第三季業績比第二季更差。內地政府仍然建議不要在假期旅行,雖然澳門放寬限制,但旅客仍然偏少。至於下一個關鍵日期將是10月16日舉行的中國共產黨第二十次全國代表大會,該行對屆時或放寬清零防疫政策保持謹慎樂觀,預期明年首季澳門賭收才會明顯回升。
此外,里昂基於澳博(00880.HK)股價表現,對其評級由「跑贏大市」降至「跑輸大市」,至於該行覆蓋的其餘濠賭股均維持「買入」評級(見另表)。
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