摩根大通发表报告指，5月首18日澳门博彩毛收入(GGR)为127亿元澳门币(下同)，反映过去一星期日均收入为每日5.92亿元，按周微升3%。假设5月份余下日子每日录收入5.8亿元至6.2亿元，则整月GGR可能录得200亿元至210亿元，即按年持平或有3%增长。如计及4月份的优秀表现，今年次季增长可达2至3%，而市场预期为按年持平。
该行指，从3至6个月而言，美高梅中国(02282.HK) 为首选，基于其强劲盈利表现，以及估值和收益率优越，目标价13.5港元，评级“增持”。至于6至18个月，该行看好银娱(00027.HK) ，基于其估值及中期增长潜力，目标价37港元，评级“增持”。(ss/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-21 12:25。)
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