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富瑞:澳門年初至11月份賭收遜預期 料12月賭收持續疲弱
格隆匯 12-02 15:53

富瑞發表研究報告指,澳門11月份博彩總收入(GGR)按年下跌8.5%至229億元(澳門元,下同),為今年最大跌幅,但中場表現強勁能抵銷貴賓枱的疲弱,故仍較市場預期的223億至226億元高。而由年初至11月份,GGR按年下跌2.4%至2694億元,遜預期。

富瑞預期,澳門12月份GGR持續疲弱,但仍看好永利度假村及金沙中國(1928.HK)。該行指,雖然金沙中國短期利潤受金沙城中心(SCC)翻新為“澳門倫敦人(The Londoner Macao)影響,但相信在2020年上半年能受惠於多間新開套房。該行繼續對中場表現維持正面。

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