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《大行報告》匯豐研究:澳門6月以來日均賭收較5月高5% 偏好金沙中國(01928.HK)及永利澳門(01128.HK)
匯豐環球研究發表報告指,6月份首18日澳門博彩收入達到約95億澳門元,即過去一星期平均每日收入為約5.71億澳門元,較前一星期的5.29億及5月份的5.02億澳門元相比進一步提高。6月以來日均賭收較5月高5% 該行假設6月剩餘時間平均每日賭收為4.8億至5.5億澳門元,全月賭收應介乎153至161億澳門元,約為2019年6月水平的64至68%,意味著按月下降2%至上升3%。 匯豐環球研究指,目前行業估值不高,夏季的潛在強勁需求可能是即將到來的催化劑,偏好金沙中國(01928.HK)及永利澳門(01128.HK),目標價分別為28.75和7.71元,評級「買入」。
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