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《大行報告》摩通:澳門上周日均賭收改善至5.7億澳門元 首選銀娛(00027.HK)及金沙中國(01928.HK)
摩通發表研究報告指,據該行預測,澳門6月份首18日博彩總收入95億澳門元,或日均收入(daily run-rate)達5.27億澳門元,這意味著上周日均收入已改善至5.7億澳門元,成為自疫情以來另一個非假日賭收的最高,甚至高過5月日均收入。該行指,在澳門威尼斯人金光綜藝館舉行的張學友演唱會繼續吸引了合適的博彩玩家,有助於提升整個行業的賭收。這類娛樂活動似乎確實推動了澳門博彩業的發展,至少目前為止,見到大眾業務復甦速度超出疫情前水平。 該行指,6月至今的趨勢表明該行對6月賭收達140億至145億澳門元的預測過於保守,並對於6月份表現會打破季節性疲軟並不意外,又認為這意味著澳門賭業次季表現或會好過預期,包括大眾及EBITDA分別回到疫前水平的80%及65%以上,而盈利或修正上升周期仍未結束。 該行首選銀娛(00027.HK)及金沙中國(01928.HK),並分別給予其目標價為75元及40元,投資評級均為「增持」。(ca/u) ~
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