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高盛:料濠賭股短期波動加劇 全線降目標價

高盛發研報指,注意到中國收緊對中介活動的監管,該行認為賭場運營商可能會更傾向於縮減其中介貴賓廳業務敞口,將重點進一步投放在高端中場業務。該行指貴賓廳業務對賭收的貢獻由2013年的66%,降至2019年疫情前的39%,估計約7成與中介相關,當中太陽城(1383.HK)貢獻約一半,即總貴賓廳賭收約35%。而目前預測貴賓廳業務於2022及2023財年,分別回覆至2019年水平的15%及25%(此前分別為45%及55%),而總賭收分別回覆至2019年水平的51及72%。該行對6家賭場營運商2022及2023財年的EBITDA預測下調2%至20%,目標價下調3%至13%。

此外,該行認為,隨着最近有關中介人的消息,加上新冠變種病毒Omicron肆虐,預計澳門博彩股在短期內波動性會加劇。

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