《大行》摩通指澳门7月首6日赌收延续强势 料行业已到达周期性拐点

阿斯达克财经
08 Jul

摩根大通发表报告指,根据该行渠道调查,澳门7月首6日的博彩总收入为43亿澳门元,或每日7.16亿澳门 元。尽管张学友演唱会及夏季季节性因素对7月份的表现有所帮助,但这比6月份或5月份赌收更强劲。
报告指,即使假设本月余下时间赌收增长有所放缓,7月份的总赌收仍可望录得双位数字的按年增长,并胜该行预测的高单位数增长。

摩通认为,澳门赌收已经连续三个月超越季节性和市场预期,而且仍在持续,因此确信在经历了长达20个月的痛苦和长期的市场盈利预测削减之后,澳门博彩行业已经到达周期性拐点。
该行对濠赌股排序如下,美高梅中国(02282.HK)  = 银河娱乐(00027.HK)  >新濠博亚(MLCO.US)   = 金沙中国(01928.HK)  >永利澳门(01128.HK) >澳博控股(00880.HK)  >新濠国际(00200.HK) 。(ha/)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-07 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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