《大行》里昂:澳门博彩业正面惊喜空间缩小 首选银娱(00027.HK)及金沙中国(01928.HK)

阿斯达克财经
Apr 08

里昂发表研究报告指,尽管澳门2026年第一季博彩总收入(GGR)表现良好,仍维持对2026财年和2027财年增长预测为5%及4%。该行认为,未来有机增长带来正面惊喜的空间有限,主要是预计近期行业盈利能力将会下降。然而,人民币走强仍将成为支撑。该行指,将澳博集团(00880.HK) 评级下调至“跑输大市”,首选银河娱乐(00027.HK) 和金沙中国(01928.HK) 。(ca/w)(港股报价延迟...

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