《大行报告》德银料澳门8月赌收按年跌4.8%
德银发表研究报告指,7月份澳门赌收跌3.5%,逊预期,赌股在妁布前先行下跌,不过该行在渠道调查时,认为上月表现大致稳定,相信是赌收是持平或温和上升,不过因月尾转弱,相估是因围绕澳门中介人的新闻有关,料亦影响贵宾厅的表现。
因应7月比较基数较低,但表现仍然差过预期,为下半年澳门的表现带来不确定性,而且8月份的基数亦较高,预期赌收会按年跌5.1%,但由於日历上有正面影响,料赌收按年跌4.8%。
7月结果公布後,该行预期第三季赌收跌1.1%(之前预测增3.7%),全年跌0.8%(之前预测增1.4%),但相信2020-21年分别可回复正增长的3.2%(之前预测增2.8%)及3.7%(之前预测增3.7%)。
该行指,永利(01128.HK)和银娱(00027.HK)第二季的中场市占率达22.7%,对比首季的21.7%及去年第二季的18.4%为高;至於贵宾厅方面,则占54.1%,而首季为54%,去年第二季为57.6%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.