摩根大通表示,去年6月对澳门博彩业转为乐观看法,因当时判断行业正处于“上升周期”,包括财富效应带动的高端需求、市场流动性充裕,以及K型经济分化。之后几个季度,博彩总收入(GGR)均超越市场最乐观预期。不过,利润率却未能同步改善,过去两季盈利增长落后于博彩收入增幅。该行预计2025年第四季情况都会相若,主要受营运开支增加及VIP业务比重加速倾斜影响。虽然该行仍认为今年博彩收入复苏势头将持续,但对盈利...
Source Link摩根大通表示,去年6月对澳门博彩业转为乐观看法,因当时判断行业正处于“上升周期”,包括财富效应带动的高端需求、市场流动性充裕,以及K型经济分化。之后几个季度,博彩总收入(GGR)均超越市场最乐观预期。不过,利润率却未能同步改善,过去两季盈利增长落后于博彩收入增幅。该行预计2025年第四季情况都会相若,主要受营运开支增加及VIP业务比重加速倾斜影响。虽然该行仍认为今年博彩收入复苏势头将持续,但对盈利...
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.