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《大行報告》摩通:澳門3月中場賭收已回復至疫情前70%水平 料賭股仍可上升
摩根大通發表報告表示,澳門3月博彩收入錄127億澳門元按年升247%(按月升23%),達到2019年3月疫情前水平的49%,亦優於券商同業原預期110億澳門元。該行指澳門3月日均博彩收益達4.11億澳門元,雖然屬季節性淡季,但亦明顯優於今年農曆新年期間日均賭收3.5億至3.7億澳門元,指相關數據將令投資者放心,顯示需求將明顯連續上升。 該行指,澳門3月中場賭收更達到疫情前70%水平,貴賓廳則為疫情前水平18%水平。摩通料濠賭股於今年首季中場EBITDA營運表現中,料美高梅中國(02282.HK)可成為贏家,其次是永利澳門(01128.HK),但同時料金沙中國(01928.HK)及澳博(00880.HK)或成為流失市場份額的賭企。 摩通估指市場過去曾以「水漲船高」來形容濠賭股,料未來將有良好的上漲潛力,該行在濠賭股中首選金沙中國及銀娛(00027.HK)、其次是新濠國際(00200.HK)、跟著是美高梅中國、永利澳門及澳博。(wl/k) ~
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