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《大行報告》瑞信:澳門賭檯分配確定 美高梅(02282.HK)正面永利澳門(01128.HK)負面
多間博企公布賭牌詳情,包括公布每張賭檯及角子機等獲分配經營數目。瑞信發表報告指,美高梅(02282.HK)的賭檯數量上升36%,影響最正面。由於金沙(01928.HK)和銀娛(00027.HK)獲分配的賭檯數量與現時相近,影響屬中性。 另外,新賭檯分配對永利澳門(01128.HK)最具挑戰性,其兩間賭場的賭檯分配各只有250至300張,在大型渡假村中處於低位。加上隨著行業結構轉向中端和休閒客戶,未來其客戶定位或會面臨挑戰。
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