《大行報告》麥格理:澳門1月以來賭收正面 核心中場及貴賓廳均見改善
麥格理發表報告表示,據其透過行業渠道了解,澳門今年1月首十二天博彩收入錄8.58億澳門元,較去年1月同期高7%,較去年12月同期升17%,指近一周日均賭收錄8.85億澳門元,高於本月首五天日均賭收8.2億澳門元,同時觀察到貴賓廳收入異常高企,而核心中場及貴賓廳表現均見改善。
該行指,澳門1月首十二天的中場日均賭收按年升10%,對比本月首五天升幅介乎5%至7%;該行亦指,澳門1月首十二天的貴賓廳交投量按年跌10%至15%,對比此前一周按年跌介乎15%至20%,指本月以來貴賓廳的贏率(Hold rate)維持約3.5%至3.6%(與此前一周相同)。
麥格理估計,澳門今年1月賭收將按年跌1%至持平,估計農曆新年前會有所放緩。該行稱投資者關注澳門2019年首季貴賓廳贏率異常高企(為3.3%以上水平),該行料澳門目前貴賓廳贏率處3%至3.1%,對比以往傳統水平為2.85%。
該行料,新濠博亞、銀河娛樂(00027.HK)及美高梅中國(02282.HK)本月以來將可提升市場份額,並料2020年首季澳門博彩業收入將年下滑1.5%,料中場收入可升10%,貴賓廳收入下滑16%。
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