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《大行報告》高盛:與六家濠賭營運商會面後均對十一假期樂觀 銀娛及美高梅指九成客房已訂滿
高盛發表報告表示,早前組織投資者到澳門考察,與當地六家博彩企業管理層見面,得悉9月以來博彩毛收入輕微放緩,與以往黃金週前的季節性表現相似,營運商對國慶假期旅遊及博彩需求感到樂觀,特別是今年中秋節連接國慶,假期共8日,較以往多1日。與兩至三星期前比較,酒店預訂量及價格均上升,當中銀娛(00027.HK)及美高梅中國(02282.HK)表示,黃金週客房超過九成已訂滿。 以博彩毛收入計算的市佔率分析,高盛相信銀娛酒店入住率上升、綜合渡假村第三期萊佛士酒店7月試業後,第三季將會重奪部分市佔率。美高梅中國市佔率由第二季的14.7%下跌至8月的14%,不過按月穩定。澳博(00880.HK)上葡京市佔率將由第二季的1.6%升至2%以上,7月至8月保持正EBITDA。 報告指,雖然中國宏觀經濟放緩,但澳門博彩營運商仍然預期,受惠非廣東旅客復甦,博彩毛收入進一步增長,而且目標客戶羣相對低收入旅客而言,對宏觀經濟環境的敏感度較低。該行認爲,大部分營運商受債務契約因素影響,短期仍未能恢復派息。
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