《大行》麦格理料濠赌股表现仍随博彩收入数据波动 首选银娱(00027.HK)

阿斯达克财经
13 May

麦格理发表研究报告指,行业数据显示,截至5月11日止过去一星期,澳门日均博彩收入录约5.75亿澳门元,按年下跌1%,反映长假期过后正迅速回归正常水平。报告引述第三方数据供应商估算,本月余下时间日均博彩收入介乎5.7亿至6.3亿澳门元,意味着5月赌收预测达到200亿至212亿澳门元,相当于按年减少1%至增长5%。

麦格理表示,银娱(00027.HK) 在五一黄金周表现强劲,而新濠博亚(MLCO.US)  在假期过后增长动能仍然存在,预计濠赌股的股价表现目前仍会随博彩收入数据波动,行业首选为银娱,看好其强劲物业发展及充裕酒店房间库存,又指预期金沙中国(01928.HK) 今年第二季可取得更多市场份额,均予“跑赢大市”评级。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-12 16:25。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)

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