【4 月 30 日,瑞银发布研报称对澳门濠赌行业态度更趋审慎】瑞银指出,美国关税战会间接影响需求,因澳门赌收与出口数据高度关联,现预计澳门今年赌收将同比下跌 2%,EBITDA 同比下跌 8%。在需求可能转弱的情况下,该行偏好资产负债表强劲、股息展望更高及持续执行的公司,首选银河娱乐,维持“买入”评级;将美高梅中国及金沙中国评级调至“中性”;因永利澳门、新濠国际及澳博的高杠杆,将其评级下调至“沽售...
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