《大行報告》花旗料澳門於國慶黃金周日均賭收達7.65億澳門元 仍看好濠賭股
花旗發表研究報告指出,儘管澳門旅客量、博彩收入和EBITDA穩步復甦,但投資者對澳門博彩業的信心相當脆弱。
然而,該行指六家賭場營運商為今年第四季準備前所未有的活動陣容,可能為博彩和非博彩收入帶來額外的增長,令該行對澳門的前景更為正面,因此看好澳門濠賭股,首選銀娛(00027.HK)及金沙中國(01928.HK)(目標價及評級見另表)。
該行提及,單是十一黃金周便有8場活動,包括歌手張天賦、林家謙及陳慧琳的演唱會,以及前NBA巨星奧尼爾(Shaquille O'Neal,DJ Diesel)的池畔舞會等。此外,陳奕迅亦將於國慶黃金周後三周連續舉行9場演唱會。上述活動均促使該行將第四季的賭收預測,由510億澳門元上調至525億澳門元,意味著按季增長約7.4%。
該行料在國慶黃金周的推動下,澳門10月份的賭收高達190億澳門元,在黃金周(10月1至6日)假期期間的日均博彩收入約為7.65億澳門元,而10月餘下日子的日均賭收約為5.75億澳門元。
此外,該行指9月份惡劣的天氣(颱風和黑雨)導致該月的賭收下降,另以9月賭收作為澳門近月賭收的下限基準,因此對11月的賭收預測由150億澳門元上調至160億澳門元,12月預測由170億澳門元上調至175億澳門元。該行對全年澳門賭收預測為1,815億澳門元,相當於2019年水平的約62%;對明年賭收預測略為上調約3%至2,160億澳門元,相當於2019年水平的約74%;對2025年賭收預測上調約6%至2,340億澳門元,相當於2019年水平的約80%。
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