You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究:澳門上周日均賭收按周升3% 偏好金沙中國(01928.HK)、永利澳門(01128.HK)及銀娛(00027.HK)
匯豐研究發表報告指,9月首廿四日賭收錄120億澳門元,意味過去一周的日均收入錄5.57億澳門元,按周升3%。雖然黃金周前進入季節性疲弱狀態,貴賓廳贏率亦下降至3%,但需求仍然保持增長。該行提到,按細分市場劃分,貴賓廳投注額按月下降10%至12%,而中場賭收則按月跌8%至10%。假設9月剩餘時間的日均收入達4.3億至5億澳門元,則當月的賭收料介乎146億至150億澳門元,按月跌13%至15%,並達2019年9月的66至68%水平。另外,業內人士預計,10月初的需求強勁,酒店預訂量表明假期期間的入住率為90%至100%,相信接下來的黃金週表現將會更加強勁。 該行表示,澳門政府於9月初考慮將賭場附近和賭場內未經授權的貨幣兌換活動定為刑事罪行,因為這通常會導致詐騙、非法拘留和襲擊他人等犯罪行為。有報道指澳門政府正進行調查,令行業股價下跌。根據該行了解,澳門政府是針對在賭場向玩家兜售貨幣兌換服務的人,而且當局一直有定期打擊這類活動,惟目前尚未有進一步細節。該行認為,目前的打擊行動不會對澳門賭收造成影響。 該行相信,黃金週的潛在強勁情緒將持續到明年,看好金沙中國(01928.HK)、永利澳門(01128.HK)及銀娛(00027.HK),均予「買入」評級,分別維持目標價37.5元、9.5元、及62元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account