大和:2月賭收按月跌9%,重申對行業正面看法
大和發表行業報吿稱,2月賭收按月下跌9%至73.12億澳門元,月度較市場預期的低5.2%,惟在2月最後一週平均每日費率(ADR)跌至2.17億澳門元,重申對行業正面看法,並偏好中場和高端中場,以及在澳門半島滲透度較低的綜合渡假村營運商,首選金沙中國(1928.HK),予其買入評級,料公司可成高端中場市場的“黑馬”。
大和指,2月最後一週的數據令人失望,認為農曆新年後賭收激增只是短期現象,關鍵在於對比去年第四季,目前內地與澳門豁免隔離後能否提振每月賭收的表現。
該行又指,銀河娛樂(0027.HK)宣佈與雅高集團引入萊佛士酒店品牌進駐銀河第三期,預期於今年下半年開幕,估計銀河會持續引入中高端酒店品牌進駐第三及第四期發展,因為在早前季度會議中,管理層已透露將計劃新開8間新酒店。
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