麦格理:料复活节推动4月博彩收入接近3月水平 濠赌股中偏好银河娱乐(00027)和金沙中国(01928)

智通财经
23 Apr

智通财经APP获悉,麦格理发布研报称,复活节假期期间澳门有超过52万名游客到访,在香港旅客加上韩流明星演唱会带动下,澳门截至21日当周的日均博彩收入为6.5亿澳门元,同比增长8%,按周增长6%,若本月剩余时间的日均博彩收入达5.5亿至6.5亿澳门元,4月份博彩收入将达180亿至189亿澳门元,同比跌3%至升2%,接近3月的水平。

报告指,今年首季澳门中场博彩收入录432亿澳门元,同比增长0.6%,当中贵宾厅业务同比增长约1%,按季增长3%。麦格理认为,政府对博彩中介的打击将继续为贵宾厅业务带来压力,而业务结构转向中场将有助博彩营运商EBITDA提升,预计濠赌股将因每周的博彩收入数据变化而出现波动,一众股份中偏爱银河娱乐(00027),同时随着翻新工程完成,亦看好金沙中国(01928)变得更具吸引力。

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