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標普料澳門中場賭收明年完全恢復至疫前水平
標普企業評級副董事Aras Poon指,放寬防疫措施後,澳門博彩收入復甦較預期強勁。首季中場賭收已恢復至2019年同期水平的67%,較標普預期的35%至40%為高。標普目前預計,中場賭收將在今年恢恢至2019年水平的75%至85%,並在明年完全恢復。 標普企業評級董事Melissa Long表示,美高梅中國(02282.HK)的現金流改善速度快過同業,因為公司在新博彩特許經營權下獲得額外的200張賭檯,賭檯總數增加36%至750張。另外,隨著新濠影匯第二期酒店容量增加,料帶動新濠博亞(MLCO.US)今年底和明年的表現。 提到,由於澳門今年賭收逐漸恢復,即使新博彩特許經營權下的投資承諾很高,但仍屬可控。另外,美國營運商在澳門以外的地方有渡假村開發項目,或助減緩去槓桿化的步伐。
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