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《大行報告》德銀料澳門8月賭收按年跌4.8%
阿思達克 08-02 15:34

德銀發表研究報告指,7月份澳門賭收跌3.5%,遜預期,賭股在妁布前先行下跌,不過該行在渠道調查時,認為上月表現大致穩定,相信是賭收是持平或溫和上升,不過因月尾轉弱,相估是因圍繞澳門中介人的新聞有關,料亦影響貴賓廳的表現。

因應7月比較基數較低,但表現仍然差過預期,為下半年澳門的表現帶來不確定性,而且8月份的基數亦較高,原預期賭收會按年跌5.1%,但由於日曆上有正面影響,料賭收最終跌4.8%。

7月結果公布後,該行預期第三季賭收跌1.1%(之前預測增3.7%),全年跌0.8%(之前預測增1.4%),但相信2020-21年分別可回復正增長的3.2%(之前預測增2.8%)及3.7%(之前預測增3.7%)。

該行指,永利(01128.HK)和銀娛(00027.HK)第二季的中場市佔率達22.7%,對比首季的21.7%及去年第二季的18.4%為高;至於貴賓廳方面,則佔54.1%,而首季為54%,去年第二季為57.6%。

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