智通财经APP获悉，摩根大通发布研报称，5月首18日澳门博彩毛收入(GGR)为127亿澳门元(下同)，反映过去一周日均收入为每日5.92亿澳门元，按周微升3%。假设5月剩余天数每日收入为5.8亿至6.2亿澳门元，则整月GGR可能达200亿至210亿澳门元，即同比持平或有3%增长。若计入4月的优秀表现，今年次季增长可达2%至3%，而市场预期为同比持平。
该行表示，从3至6个月周期来看，美高梅中国(02282)为首选，基于其强劲盈利表现及估值和收益率优势，目标价13.5港元，评级“增持”。对于6至18个月周期，该行看好银河娱乐(00027)，基于其估值及中期增长潜力，目标价37港元，评级“增持”。
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