《大行報告》瑞信下調澳門今明兩年賭收預測至疫情前分別15%及35%水平 調整濠賭股目標價
瑞信發表研究報告,第三季澳門總博彩收入按季跌33%,減弱至疫情前僅8%水平。同時濠賭股第三季虧損因臨時停業和防疫措施收緊而惡化,主要關鍵在於成本走勢及賭牌重新招標。
該行指澳門賭業股前景好壞參半,經第三季後,澳門逐步批出電子簽證、恢復內地旅行團以及防疫措施稍回復正常,應會有助推動其持續改善,惟宏觀經濟疲弱下,賭客質素較低、內地清零政策及致力反跨境賭博等拖累因素仍然存在。
該行表示,將澳門今明兩年賭收預測分別下調至疫前15%及35%水平,以及微調2024年的數字,同時將濠賭股目標價作調整,介乎降6%至升11%,金沙中國(01928.HK)仍是該行首選,並將新濠博亞(MLCO.US)評級下調至「中性」,詳見另表。
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