中国澳门博彩板块,我们预计澳门总博彩收入将于2026 年回归正常化增速,或有望同比增长5%,恢复至2019 年88%水平,主要由中场业务推动(预计同比增长6%,恢复至2019 年126%水平),但是受贵宾业务小幅拖累(预计同比下降5%,恢复至2019 年28%)。我们预计,行业增速或仍然由高端消费能力客户引领,中场博彩收入在总博彩收入的占比有望维持在75-80%左右(2019 年约为62%)。我们...
Source Link中国澳门博彩板块,我们预计澳门总博彩收入将于2026 年回归正常化增速,或有望同比增长5%,恢复至2019 年88%水平,主要由中场业务推动(预计同比增长6%,恢复至2019 年126%水平),但是受贵宾业务小幅拖累(预计同比下降5%,恢复至2019 年28%)。我们预计,行业增速或仍然由高端消费能力客户引领,中场博彩收入在总博彩收入的占比有望维持在75-80%左右(2019 年约为62%)。我们...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.