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高盛:考察濠賭業後對永利(1128.HK)及澳博(0880.HK)感正面
格隆匯 11-05 13:28

高盛發表報告表示,該行昨日到澳門探訪當地的博彩商、中介營運商(包括了金沙中國(01928.HK)、新濠博亞、澳博(00880.HK)、太陽城及德晉),同時到訪了澳門銀河一期太陽城新的賭廳,瞭解到當地中場博彩需求更趨正面,特別是優越中場(Grind mass)部份,而貴賓廳亦見進一步回穩。

該行料,澳門短期博彩收入將持續波動,但對於永利澳門(01128.HK)及澳博(00880.HK)持建設性的看法,料永利澳門市場份額可相對銀娛(00027.HK)而言呈復甦,並料澳博旗下優越中場部份業務具韌性,及「上葡京」項目如期建造。

高盛表示,有很多訊號顯示澳門貴賓廳有回穩情況,但難言能否持續復甦,但中場博彩收入於10月及11月則可持續錄健康水平。在基建改善下,該行指其澳門2020年中場賭收上升5%預測有潛在上行空間。

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