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大行評級|摩根大通:預測2月澳門博彩收入將介乎183億至194億澳門元
格隆匯 02-18 14:50

摩根大通發表研報指,2月份首16天博彩收入錄119億澳門元,日均賭收爲7.43億澳門元,意味着上星期日均賭收降至6.42億澳門元,從農曆新年的7.25億澳門元恢復至較正常水平,符合預期。摩通目前預測2月份博彩收入將介乎183億至194億澳門元,按年跌1%至升5%。計及1月份數據,今年首兩個月日均賭收將爲6.2億至6.4億澳門元,按年跌2%至升2%。

摩通認爲,今年全年賭收可能只會錄得低單位數增幅,目前預測按年增長2%,又指市場預期已降至平穩增長,只要未來行業數據不進一步惡化,行業表現可能會大致跟隨市場貝塔值及流動性而變化,繼續列銀河娛樂爲首選,其次選擇美高梅中國、永利澳門、金沙中國,均予“增持”評級,並分別給予澳博及新濠“中性”及“減持”評級。

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