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《大行報告》摩通:澳門4月賭收勝預期 首選金沙中國(01928.HK)及銀娛(00027.HK)
摩根大通發表研究報告指,澳門4月博彩總收入(GGR)按年增長450%,按月增長16%,至147億澳門元的疫情後高峰,達到疫情前62%的水平,相比之下今年第一季恢復至45%,遠高於預期的132億澳門元,甚至超出市場預期上限。該行表示,中場GGR可能會恢復到2019年4月的約85%,如經假期日曆調整恢復到超過75%;貴賓廳亦恢復到疫情前水平的20至25%。 該行對澳門博彩業5月的強勁復甦充滿信心,認為中場需求將輕鬆恢復到疫情前水平的逾80%。該行仍然看好行業,股票首選金沙中國(01928.HK)及銀娛(00027.HK),其後依次為美高梅中國(02282.HK)、永利澳門(01128.HK)和新濠博亞(MLCO.US),再之後是澳博控股(00880.HK)。
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