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《大行報告》大摩料澳門賭業股上季LBITDA遜預期 惟市場向前看
摩根士丹利發表研究報告表示,預料澳門賭業公司於去年第四季虧損擴大;行業上季LBITDA料達3.2億美元,遜市場預期,惟相比去年次季及第三季有所改善。但該行指,關注農曆新年期間的走勢,以及訪澳門人次、博彩收入、總收入將會持續上升,並將會推動今年首季潛在的EBITDA和有正面的股權自由現金流。 該行表示,就去年第四季EBITDA而言,預計銀娛(00027.HK)錄虧損2.22億元,金沙中國(01928.HK)虧損8,800萬美元,澳博(00880.HK)虧損5.87億元及美高梅中國(02282.HK)虧損4.39億元等。澳門賭股喑示著明年EBITDA將會與2019年水平類近,並看好新濠博亞(MLCO.US)。 (ca/s) ~
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