《大行報告》大摩料濠賭股次季中場收入按季增29% EBITDA按季增46%
摩根士丹利發表報告指,預計濠賭股次季的中場收入及EBITDA將更接近疫情爆發前的水平,認為市場份額將從現在起保持穩定。該行表示,永利澳門(01128.HK)和新濠博亞(MLCO.US)在第二季獲得收入市場份額,這將推動公司業績跑贏行業,又料次季濠賭股中場收入和EBITDA分別按季增長29%和46%。該行維持行業具有吸引力的看法。
該行預期,第二季行業EBITDA將按季增長46%至16億美元,是2019年水平的七成。該行提到,中場收入的進一步上升可能是來自旅行團的復甦及渡輪和航空有更高運載能力,預計2024和25年行業的中場收入將分別達到2019年水平的115%和125%。
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