《大行》瑞银下调濠赌股目标价 升级金沙中国(01928.HK)新濠国际发展(00200.HK)至“买入” 维持今年赌收升5%预测

阿斯达克财经
Mar 09

瑞银研究报告指,对澳门博彩业维持正面看法,因年初至今的稳固需求加强其对今年博彩收入增长可持续的信心;维持今年博彩总收入(GGR)按年增长5%预测,并料增长将集中于上半年,按年增长约8%,而下半年增幅则料放缓至约3%。同时,该行预期高端市场将继续带动增长,受惠于市场推广措施扩大、配套服务增强,以及再投资策略优化。在需求增长维持不变下,加上竞争环境趋向稳定,以及对成本和再投资优化日益重视,相信利润率...

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