大行评级|大摩:澳门6月赌收胜预期 预计7月赌收将达204亿澳门元

格隆汇
02 Jul

摩根士丹利发表研究报告指,澳门6月赌收同比增长19%至211亿澳门元,较该行及香港同业分析员同业预测高出9%,相信是由于去年同期的低基数和张学友举行演唱会所带动。大摩表示,今年次季澳门赌收按年增8%,达到2019年同期的83%,赌收的复苏令人鼓舞,并可支持EBITDA利润率,预计较去年同期增加4%。 该行预期澳门7月赌收将达204亿澳门元,同比增长10%,而今年全年赌收则达2380亿澳门元,同比增长5%。该行偏好美高梅中国及新濠博亚,并预计银河娱乐和金沙中国的EBITDA将按季录得强劲增长。

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