《大行报告》麦格理:澳门1月以来赌收正面 核心中场及贵宾厅均见改善
麦格理发表报告表示,据其透过行业渠道了解,澳门今年1月首十二天博彩收入录8.58亿澳门元,较去年1月同期高7%,较去年12月同期升17%,指近一周日均赌收录8.85亿澳门元,高於本月首五天日均赌收8.2亿澳门元,同时观察到贵宾厅收入异常高企,而核心中场及贵宾厅表现均见改善。
该行指,澳门1月首十二天的中场日均赌收按年升10%,对比本月首五天升幅介乎5%至7%;该行亦指,澳门1月首十二天的贵宾厅交投量按年跌10%至15%,对比此前一周按年跌介乎15%至20%,指本月以来贵宾厅的赢率(Hold rate)维持约3.5%至3.6%(与此前一周相同)。
麦格理估计,澳门今年1月赌收将按年跌1%至持平,估计农历新年前会有所放缓。该行称投资者关注澳门2019年首季贵宾厅赢率异常高企(为3.3%以上水平),该行料澳门目前贵宾厅赢率处3%至3.1%,对比以往传统水平为2.85%。
该行料,新濠博亚、银河娱乐(00027.HK)及美高梅中国(02282.HK)本月以来将可提升市场份额,并料2020年首季澳门博彩业收入将年下滑1.5%,料中场收入可升10%,贵宾厅收入下滑16%。
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