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中金:調低今年澳門賭收預測 建議逢低吸納銀娛(0027.HK)等
格隆匯 10-21 15:54

中金髮表研究報告將2020年澳門總博彩收入預測下調至按年下降79%,以反映復甦節奏較預期慢,但對中場博彩保持長期樂觀,建議逢低吸納銀河娛樂(0027.HK)、金沙中國(1928.HK)等中場比例高的運營商。

中金表示,大陸赴澳門旅遊籤於9月23日恢復後,投資者對十一黃金週訪客數僅恢復到去年的16%,令人失望,預計三季度澳門博彩行業EBITDA虧損8.2億美元;所有運營商料錄得EBITDA虧損。

中金預計澳門四季度總博彩收入按年下滑60%-70%,博彩運營商或錄得EBITDA盈虧平衡,因高利潤率的中場博彩貢獻上升、疫情期間永久性節費措施提振盈利,中場業務未來幾個季度有望受益於訪客數增長帶來的需求復甦。

然而,中金對貴賓業務保持謹慎態度,原因包括:招攬博彩客户在內地入刑、境外博彩黑名單實施、對跨境賭博資金流動和網上博彩的執法行動;建議迴避依賴貴賓的運營商,而長期來看,這些舉措對澳門發展有利,將促進國外博彩需求和網上博彩需求迴流至合法的澳門賭場。

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