《大行报告》花旗维持澳门8月赌收按年持平预测
花旗发表报告表示,据其透过行业渠道了解,澳门8月首十一天的博彩收益达到约87亿澳门元,意味每日平均赌收约8.14亿澳门元,相对8月首四天7.5亿澳门元、7月为7.89亿澳门元。该行决定维持对澳门8月份赌收265亿澳门元的预测,按年持平。
该行指,澳博控股(00880.HK)及金沙中国(01928.HK)期内市占率有所上升。
花旗表示,银河娱乐(00027.HK)将於今日公布第二季业绩,料净收益录131.13亿元(按年跌6%,但按季升1%),料其第二季经调整EBITDA录40.13亿元(按年下滑7%、按季升1%),贵宾厅表现仍疲弱。该行予银娱「买入」投资评级及目标价69.5元。
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