大华继显:维持对澳门博彩板块的“增持”评级 首选银河娱乐(00027)

智通财经
May 02, 2025

智通财经APP获悉,大华继显发布研报称,今年4月澳门博彩总收入(GGR)同比增长2%,但环比下跌4%,超出市场预期3%,恢复至2019年水平的80%。今年首季度,澳门旅客量同比增长11%,恢复至2019年水平的95%。至于“五一”黄金周假期期间,澳门旅游局预计旅客量达63万人次,同比增长4%,维持对澳门博彩板块的“增持”评级,首选银河娱乐(00027),认为该股有良好定位进一步抢占市场份额,特别是今年年中即将推出的嘉佩乐(Capella),有望提升对高端优质大众客户的吸引力。大华继显维持银娱目标价于45港元不变,评级“买入”。

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