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大行評級丨瑞銀:預期澳門今年賭收按年跌2% 首選銀河娛樂
瑞銀髮表研報指,對澳門濠賭行業的態度轉為更審慎,認為美國關税戰會間接傷害需求,因澳門賭收與出口數據高度相關,現料澳門今年賭收會按年跌2%,EBITDA會按年跌8%。該行表示,在需求或會轉弱的環境下,偏好有強勁資產負債表、更高股息展望及持續執行的公司,首選銀河娛樂,維持“買入”評級;將美高梅中國及金沙中國評級下調至“中性”;亦因永利澳門、新濠國際及澳博的高槓杆而將評級下調至“沽售”。
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