《大行報告》摩通料今年末季澳門賭業EBITDA可回復至2019年水平
摩根大通發表報告指,澳門去年12月賭收表現符合預期,按年下跌66%至78億澳門元,意味日均賭收為2.52億澳門元,對比上兩個月日均為2.3億澳門元,並代表佔2019年日均8億澳門元的31%。按板塊分,該行料上月貴賓廳賭收下跌75%至80%,中場則下跌約60%,均在預期內。
展望今年,該行指要作預測並不容易,認為澳門賭業復甦取決於賭客信心恢復的速度及程度,加上中國疫苗的發展進度及是否進一步放寬旅行(例如病毒測試和電子簽證等)。
摩通維持澳門賭業將於明年全面正常化的預測,並估計行業於今年四個季度的賭收可分別回復至2019年水平的40%、55%、75%及90%,意味今年全年賭收為2019年的65%,其中貴賓廳及中場賭收分別恢復至當年的45%及75%。另外,由於有利的組合及成本控制,預期博彩企業盈利能力會快過收入恢復,該行料行業EBITDA於今年第四季可回復至2019年水平,並在明年進一步改善。
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