大行評級|摩根大通:預計澳門首兩個月賭收最多按年升2% 首選銀河娛樂
摩根大通發表研究報吿指,澳門今年1月首19日的賭收為121億澳門元,意味着日均賭收為6.14億澳門元。該行認為,這反映雖然澳門面對下週起進入農曆新年的季節性疲弱,需求仍然穩健。該行預計,澳門今年首兩個月的賭收最多按年升2%。
該行表示,在缺乏明顯的催化劑下,市場beta或資金流或將繼續成為澳門股票的最大驅動力。該行首選銀河娛樂,又看好美高梅中國,其後依次為永利澳門、金沙中國、澳博、新濠國際。
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