《大行报告》摩通料澳门6月以来赌收按年轻微放缓但下行风险不算显着
摩根大通发表报告表示,据了解澳门6月份首十六天博彩收入达118亿澳门元(下同),日均收益为7.4亿元,较2018年6月份下跌1至2%,亦差於该行原先预期会上升1至2%。该行料赌收放缓主要受到贵宾厅赢率较低所拖累,而中场赌收按月亦有所回软。
该行指,澳门6月以来赌收趋势按年持平(或可能下跌1至2%),对比该行及证券同业预测为可按年轻微上升,但同时相信下行压力不会太过显着。
摩通称,重申看好濠赌股,行业首选银河娱乐(00027.HK)及金沙中国(01928.HK),均予「增持」投资评级,分别予目标价各60元及45.5元。
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