中金预期,澳门7月总博彩收入达186亿-202亿澳门元,即较6月210.64亿,跌4.1%-11.69%,同比即升0.026%-8.63%。7月对应日均博彩收入料6亿至6.5亿澳门元,同比料增0%-8%,与2019年7月料跌18%-24%。 中金指出,6月博彩收入恢复至2019年6月水平的88.5%,6月日均博彩收入7.02亿澳门元,同比升19%,环比增2.7%。总博彩收入强劲主要热门非博彩活动(如权志龙(GD)、张学友演唱会)吸引大量游客及高端需求;金沙提高返点津贴支出,吸引客户访澳;以及澳门嘉佩乐酒店及伦敦人名汇开业放量。6月澳门贵宾博彩收入料与2019年同期相比或降43%-53%,中场博彩收入与2019年同期则升17%-25%,预计中场博彩收入占总博彩收入70%至75%。 赌股方面,按排序为,美高梅中国(2282.HK)、金沙中国(1928.HK)、银河娱乐(0027.HK)、新濠国际(0200.HK)、永利澳门(1128.HK)均予“跑赢行业”评级,目标价分别为15.4港元、19港元、40.8港元、5.3港元及6.9港元,新濠博亚娱乐及澳博控股(0880.HK则予“中性”评级,目标价分别为5.8美元及2.1港元。
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