摩根士丹利研究报告指,澳门博监局的行业细分数据使其进一步下调了对澳门博彩业的2025年第四季的预测。大摩指,因不利的业务组合转变(高VIP客户比例)及营运开支增加,预计2025年第四季的利润率将略有下降。预期第四季经行业平均调整后的物业EBITDA将按季增4%,按年增13%,符合市场预期。 在个股上,大摩看好银河娱乐(00027.HK) +0.100 (+0.248%) 沽空 $6.48...
Source Link摩根士丹利研究报告指,澳门博监局的行业细分数据使其进一步下调了对澳门博彩业的2025年第四季的预测。大摩指,因不利的业务组合转变(高VIP客户比例)及营运开支增加,预计2025年第四季的利润率将略有下降。预期第四季经行业平均调整后的物业EBITDA将按季增4%,按年增13%,符合市场预期。 在个股上,大摩看好银河娱乐(00027.HK) +0.100 (+0.248%) 沽空 $6.48...
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