智通财经APP获悉，摩根大通发布研究报告称，明年澳门博彩股中首选为银河娱乐(00027)，给予“增持”评级，目标价48港元，以反映其独特的盈利动力以及较低的9倍企业价值倍数(EV/EBITDA)，之后也看好永利澳门(01128)、金沙中国(01928)及美高梅中国(02282)(三企平排)，其后选股顺序为澳博控股(00880)，最后为新濠国际发展(00200)。
报告中称，澳门12月首八日的博彩毛收入为45亿澳门元(下同)，相当于每日5.62亿元，较11月日均博彩收入低出9%，但属预期之内。期内，中场业务的博彩毛收入约为疫情前水平的105%，而贵宾厅则恢复至约20%至23%。
摩通提到，虽然预计12月博彩收入增长将会放缓，但预计第四季仍将按季增长3%至4%，达到20个季度以来的最高水平，认为这个增长势头应能支持行业达到第四季以及今财年的普遍预期。
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