大行評級丨里昂:預計澳門今年賭收温和增長4%至293億美元 博彩股仍首選金沙中國及銀河娛樂
里昂發表報吿,預計澳門今年賭收按年温和增長4%至293億美元,較市場預測低2%。該行認為,除了賭收市場佔有率的變動外,濠賭股是否會在此温和增長中向股東反饋更多現金,將是其關注的焦點。該行預計,澳門濠賭股去年第四季Ebitda將錄得季度增長5%至20.17億美元,預期Ebitda利潤率按季持平。里昂指,博彩行業今年EV/Ebitda為9.3倍,金沙中國及銀河娛樂仍然是其首選,同時將銀河娛樂目標價由46.6港元輕微下調至46.5港元,新濠博亞目標價由8.1美元降至7.6美元,以反映其上市持股(Wynn Resorts及Studio City)按市價計值的變動。
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