《大行報告》麥格理:澳門上周賭收有改善 首選金沙中國(01928.HK)
麥格理發表報告指,根據其渠道調查,10月12-18日澳門平均每日賭收為2億澳門元,表現較10月8-11日有所改善,而今月以來澳門賭收跌幅約為75-77%,而10月1-11日的跌幅則為78-79%。
該行指出澳門10月以來中場賭收按年下跌72-74%,而10月1-11日跌幅則為73-75%,在貴賓廳方面今月以來規模跌八成,而今月首十一日跌幅則介乎82-84%,而贏率亦輕微改善至2.6-2.8%,而今月則為2.5-2.7%。
麥格理渠道調查亦顯示過去一周訪客量有改善,估計澳門將稍後公布訪澳人數,料將達每日2萬-2.5萬人次,與之前黃金周表現相近。另外該行估計假設本月餘下時間日均賭收介乎1.8億至2.4億澳門元,10月賭收將按年跌72-76%,而11月的日均賭收則料為2.4億澳門元,意味賭收按年跌69%,認為假如澳門博彩收入按年跌幅少於七成,營運商在EBITDA層面應可達收支平衡。
麥格理現時仍料直至今年第四季尾賭收勢頭將繼續趨升,認為廣東的旅客升勢只是剛剛開始,第四季料高端中場營運商將聚焦於爭取路(乙水)方面的市場份額,特別是銀河娛樂(00027.HK)及新濠(MLCO.US),首選金沙中國\(01928.HK),認為可受惠旅客表現改善。(el/w) ~
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