《大行报告》汇丰研究普遍下调澳门赌业股目标价 降美高梅中国(02282.HK)评级至「持有」
汇丰研究发表报告指,澳门博彩数据短期内仍然疲软,可能在第四季才开始见到复苏。该行将美高梅中国(02282.HK)评级降至「持有」,但继续看好金沙中国(01928.HK)和银娱(00027.HK),并将濠赌股目标价平均下调8%,详见另表。
汇丰研究将澳门第三季的赌收预测下调至每日1.1亿澳门元,并假设第四季恢复到每日2.1亿澳门元,与去年第四季一致,相信旅游情绪在明年之前不会改善。
该行指,博企的流动性应该不是一个问题。自3月底以来,澳博控股(00880.HK)、金沙中国(01928.HK)和永利澳门(01128.HK)都获得新的贷款,在零收入的情况下,6间博企的流动资金期限都提高到12个月以上。该行分析亦认为这些博企都应该能够满足新博彩法规定的50亿澳门元的最低资本要求,并料年底前将完成赌牌重新招标过程。
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