You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》摩通料澳门今年首两月赌收按年跌63%
阿思达克 01-12 09:46
摩通发表研究报告指,澳门1月首十日的赌收推算为28.5亿澳门元(下同),较上月增长逾10%,同时亦较去年12月下半月有改善,但有关改善不感意外,因履盖了新年假期及两个周末。分部方面亦符预期,其中贵宾厅跌约75%,中场跌约60%。

该行表示,因应去年赌收为低基数,认为以包括2019年计算,才可反映实际复苏表现。至於1月份日均赌收为2.8亿元,2月份为3.5亿元,分别按年跌60%和增2.15倍。

该行指,行业目前正受惠追落後,故沽空赌股的风险回报值并不吸引,但基本面上,目前难以见到有明显性的上升因素,特别是目前行业2022年估值只较长远平均值低约10%,故目前不建议采用进取策略,予大部份赌股「中性」评级,首选银娱(00027.HK),并列为唯一「增持」评级股份,其後依次为金沙(01928.HK)与澳博(00880.HK)、新濠(00200.HK)、永利(01128.HK)与美高梅(02282.HK)。

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.
uSMART
Wealth Growth Made Easy
Open Account