里昂发表研究报告指,澳门赌收增长仍然非常温和,但竞争正在加剧。撇除季节性因素,自去年年初以来,澳门每日总赌收介乎6亿至6.5亿澳门元。同时,旅客的平均赌收仍然受压,而访澳旅客人次则有上升趋势,显示澳门有更多休闲旅客(或较低价值的赌客)。
该行维持澳门赌收预测,预期今年赌收增长2%,而明年则料增长10%。由于整体利润组合出现不利变动,将今年行业Ebitda预测下调0.4%,又将2026至27年预测调低2%。该行继续视银娱(00027.HK) 和金沙中国(01928.HK) 为首选股。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-22 12:25。)
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