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《大行報告》花旗料澳門賭收可良好復甦 首選金沙中國及銀娛
花旗發表報告指,藝人張學友在澳門舉辦演唱會,為金沙中國(01928.HK)帶來明顯的正面影響。該行相信,金沙中國這次的演唱會投資很可能為公司帶來市場份額增長,另一方面,澳門的奢侈品消費未有放緩跡象。該行料澳門的賭收和EBITDA正處於良好復甦。首選金沙中國及銀娛(00027.HK)。 該行表示,今年6月,澳門中場百家樂平均最低賭注約2,050港元,較5月的2,004港元升約2%。另外,高端中場賭客數量按月增長約12%,這可能是反映了端午節長周末和張學友演唱會的影響。
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