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《大行報告》摩通:對澳門博彩業復甦步伐及幅度感滿意 首選金沙中國(01928.HK)及銀娛(00027.HK)
摩根大通發表報告指,上周五(27日)曾與一群投資者到訪澳門一日,離開時對澳門的交通水平和社會活動印象深刻,幾乎感覺回到三至四年前的疫情前,零售/餐飲店出現人龍,最低賭注要求較高的博彩區亦見熱鬧。 報告表示,更重要的是,所有澳門博企都對農曆新年期間的細分市場需求水平感驚喜,看法比金沙管理層上周的業績電話會議更好。該行對澳門博彩業復甦步伐及幅度感滿意,估計農曆新年的中場賭收回復至2019年水平的60%至70%。 摩通繼續看好澳門賭業,認為盈測及估值以至股價,仍看到良好上升空間,行業首選為金沙中國(01928.HK)及銀河娛樂(00027.HK)。
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