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瑞信:下調澳門今年賭收預測 降濠賭股目標價

瑞信發表研究報吿,指澳門賭業的復甦步伐或慢於預期,主因2月及6月中國部份區域再次受疫情影響,同時預期即使與香港的關口重開,亦只能對賭收助益約10%至15%,意義不大,且有人數及打針等限制,而有關因素相信市場已有所預期。

該行指,休閒需求成為非假期期間賭收增長的主要動力,不過此類的遊客消費金額較少,有關邊際利潤以及對資產運用亦較少。在次季,金沙(1928.HK)應已取得最多市場份額,因其受惠休閒及中場需求,而新濠、銀娛(0027.HK)、美高梅(2282.HK)或流失部分市佔率。

該行下調賭企的預期,料今年賭收預期回覆至2019年水平的40%,不及先前預期為46%,2021至23年的EBITDA預期亦調降3%至23%,目標價降2%至8%。

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