花旗发布研报称，今年第二季澳门博彩收入同时受到世界杯及极为不利的贵宾厅赢率所拖累，导致营运杠杆率上升，预计次季行业EBITDA将降至19.23亿美元，同比减少7%，按季则跌12%。不过，由于行业目前估值较历史平均值低出近两个标准差，相信股价已大致反映负面因素。
该行将银河娱乐（00027）及永利澳门（01128）列为行业首选股。当中，该行对银娱展开为30天股票上行催化剂观察，预计公司将会是第二季EBITDA市占率增幅最大的营运商。除此之外，该行的偏好依次为美高梅中国（02282）、金沙中国（01928）、新濠博亚（MLCO.US）、澳博控股（00880）。其中，该行对金沙中国展开为30天股票下行催化剂观察，预计公司将会是期内EBITDA市占率跌幅最大的营运商（料跌2.5个百分点至约27%）。
责任编辑：卢昱君
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