智通财经APP获悉，中金公司发布研报称，维持2025年澳门总博彩收入预测，同时上调2026年预测，预计今明两年总博彩收入分别同比增长9%和5%，恢复至2019年的84%和88%。其中，该行预计今明两年的中场博彩收入同比增长7%和6%，恢复至2019年的119%和126%;并预计贵宾博彩收入2025年同比增长19%，2026年同比下降5%，恢复至2019年的29%和28%。
今年第三季，该行预计行业EBITDA达21.08亿美元，同比增长9%，按季增长2%，恢复至2019年同期水平的91%。期内总博彩收入维持韧性，但由于市场竞争加剧，再投资率上升，拖累EBITDA。
股份方面，该行较看好美高梅中国(02282)及金沙中国(01928)，料两间博企第三季经调整EBITDA分别为23.52亿港元及5.90亿美元，同比升19%及1%;目标价分别为19.8港元及23.8港元，均予“跑赢行业”评级。
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