《大行報告》一表列出摩通對濠賭股每月現金消耗、「零收入」情境下流動性緩衝預測
澳門特區爆發新冠疫情,並由昨日(19日)中午至本週二(21日)中午十二時進行全民核檢,摩根大通發表報告表示,今次是澳門逾兩年以來最大規模的新冠疫情,估計計市場的焦點會轉移澳門博彩企業到最壞情況下的現金消耗和流動性狀況。
股份│每月現金消耗預│「零收入」情境下流動性緩衝※
銀娛(00027.HK)│7,200萬美元│60個月
金沙中國(01928.HK)│1.68億美元│9個月
永利澳門(01128.HK)│9,000萬美元│19個月
美高梅中國(02282.HK)│6,700萬美元│20個月
澳博(00800.HK)│8,000萬美元│9個月
新濠博亞(MLCO.US)│1.18億美元│25個月
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行業│5.96億美元│21個月
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※:假設無額外資金加入
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