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《大行報告》瑞銀:銀娛(00027.HK)和澳博(00880.HK)升級至「買入」
瑞銀發表研究報告,降今明兩年澳門賭收預期14%至20%,以反映對今年至今賭收遜預期的表現、通關預期延遲,但相信中場復甦的動力仍然存在,主要由積壓需求、新酒店供應等帶動。行業股份由3月中高位至今已跌18%,受累近期廣東疫情,但風險回報率變得吸引,調升銀娛(00027.HK)和澳博(00880.HK)評級至「買入」,首選金沙(01928.HK)、銀娛、澳博與新濠。

該行指,5月假期表現穩健,認為澳門溫和復甦是取決於通關與否,近期廣東的疫情應只是短期因素,一旦澳門與香港的關口重開,相信可帶動中場有15%至20%復甦。因應香港與澳門的接種率正上升,料將有助兩地關口重開。

該行又指,若中港澳可於第四季完全重開,預期至明年,中場賭收可回復至2019年水平,貴賓廳則可至60%,低於之前預測分別回復至110%及77%;該行同時下調今明兩年EBITDA預期分別32%及12%。

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