瑞银:第三季度永利澳门(01128)及银河娱乐(00027)市占率高于预期

智通财经
Oct 10

智通财经APP获悉,瑞银发布研报称,永利澳门(01128)9月份博彩收入市占率环比上升约200个基点,使其第三季市占率环比增加150个基点,为季内最大升幅。

报告指出,澳博控股(00880)9月份市占率环比上升约50个基点,但第三季度整体仍按季下跌30个基点。大型博企在9月份似乎因季节性因素而失去市场份额,其中金沙中国(01928)及银河娱乐(00027)的市占率分别环比下跌约100和150个基点,但第三季度整体仍分别按季上升70和40个基点。

新濠国际发展(00200)和美高梅中国(02282)9月份市占率环比持平,但第三季度分别按季下跌120和100个基点。与第三季度市场预期相比,银河永利的市占率高于预期,而美高梅中国、金沙中国和澳博控股则低于预期。

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