大行評級|里昂:預計澳門博彩業次季EBITDA按季跌5% 首選美高梅中國及銀娛
里昂的研究報吿指,因為澳門次季賭收按季跌1.6%,故預測博彩業次季EBITDA按季跌5%至19.34億美元,並分別下調2024年及2025年的賭收預測3%及5.3%至286億美元及297億美元,降行業EBITDA預測分別8.1%及5.8%,料行面EBITDA明年下半年才會全面回覆正常。儘管7月初的賭收較少,加上最近打擊非法“換錢黨”,影響了投資者的情緒,但穩定的資產負債表及合理的競爭,應可讓該行所追蹤的公司抵禦這些短期不利因素。
該行表示,維持澳門濠賭股的評級,美高梅中國及銀娛仍為其行業首選,惟降各濠賭股的目標價,美高梅中國目標價由19.5港元降至16.6港元,銀娛目標價由53.3港元降至48.8港元,金沙中國目標價由27.1港元降至21.6港元,永利澳門目標價由10.1港元下調至7.8港元,而新濠博亞目標價由11美元至7.4美元,澳博目標價則由3港元降至2.6港元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.