大行評級|瑞銀:對澳門博彩行業保持樂觀看法 首選金沙中國
瑞銀髮表研報指,澳門今年2月博彩總收入約197億澳門元,按年增長約7%,按月增長約8%,推動1至2月合計博彩總收入與去年同期持平,意味2月日均賭收約7.05億澳門元,高於市場共識的6.65億澳門元。瑞銀解釋,日均賭收勝預期是由於春節後需求強於預期所推動,2月最後十二天的隱含日均賭收爲6.54億澳門元,顯著高於1月的5.89億澳門元。
該行認爲,這應能緩解市場對博彩需求放緩的擔憂。濠賭股板塊現估值相當於2025財年預測企業價值對EBITDA約8.4倍,較歷史平均值低出兩個標準差。瑞銀表示,對澳門博彩行業保持樂觀看法,首選金沙中國。
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