瑞银:澳门10月博彩收入胜预期 料11月同比升10%

智通财经
Yesterday

智通财经APP获悉,瑞银发布研报称,澳门10月博彩总收入约241亿澳门元(下同),同比升16%,环比升32%;相当于日均博彩收入约7.77亿元,好过市场预期,主要因黄金周后表现持续强劲。10月6日至31日期间,日均博彩收入约7.15亿元,虽然较黄金周核心时期回落约35%,但仍高于9月的6.1亿元,而且35%的跌幅亦好过历史水平的40%。

市场预期11月博彩总收入将回复正常,日均约6.73亿元,同比增长10%、环比回落13%,大致符合2015至19年的季节性模式。股份方面,该行首选永利澳门(01128)、美高梅中国(02282)及银河娱乐(00027),均予“买入”评级,目标价分别为8.4港元、19.8港元及46.9港元。

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