《大行報告》美銀證券料澳門2022年賭收可回復以往水平 喜愛銀娛、澳博及金沙中國
美銀證券發表報告,澳門博彩板塊已從3月的高位回調15%,幾乎抵消今年升幅,由於市場重置對放寬邊境限制預期,行業的風險已經改善,預計即使沒有任何放寬政策,澳門賭收也會在暑假期間回升,在相對穩定的成本下,第二季的EBTIDA應該有良好的連續季度增長。
美銀證券指,市場對高端中場的擔憂是過多,因五一黃金周其表現強勁。而由於預期澳門博彩業五一黃金周期間,EBTIDA回復至疫情前超過60%的水平,預計一旦邊境完全正常化,就可以在明年恢復到接近疫情前100%的水平。該行更偏好其買入評級中的銀娛(00027.HK)、澳博(00880.HK)和金沙中國(01928.HK),因為看好新項目帶來更強的增長潛力。
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