麦格理:澳门博彩股最新评级及目标价(表) 银河娱乐(00027)为10月唯一市占率增长

智通财经
12 Nov 2024

智通财经APP获悉,麦格理发布研究报告称,按第三方数据,估算澳门11月博彩收入达169亿元至179亿澳门元,相当于同比升5%至12%,环比则跌14%至19%。而银河娱乐(00027)10月的市占率环比升4个百分点至21%,是期内惟一取得市占率增长的澳门博企,管理层指此归功于影星刘德华在国庆黄金周内举行演唱会。

该行指,博彩收入11月走势受季节性因素影响而走弱,而入境旅客复苏符合预期,截至11月10日,已逾3,000万人,达到澳门政府全年目标的91%,但零售依然疲弱,第三季旅客总花费同比跌6%至184亿澳门元,人均购物支出同比跌18.6%,尤其是来自内地的游客,下降幅度达20%。

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