里昂发表报告指，在澳门第二季博彩收入总额按年增长8.3%支持下，预计澳门博彩特许经营商第二季的行业Ebitda按年增长6.9%至20.55亿美元。
该行相信银河娱乐(00027.HK) 和金沙中国(01928.HK) 在本季的份额持续增加，而永利澳门(01128.HK) 和澳博(00880.HK) 则受到影响。由于人民币兑美元在过去三个月升值，提前对博彩收入复苏作出假设，预测全年将按年增长7.6%至301亿美元。
里昂对新濠博亚(MLCO.US) 评级由“跑赢大市”降至“持有”，澳博由“跑赢大市”降至“跑输大市”评级。首选仍是银娱及金沙中国。目标价详见另表。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-03 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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