《大行報告》摩通:澳門黃金周中場賭收恢復至2019年同期110%至120% 長線投資者可撈底
摩根大通發表報告指,十月首八日澳門博彩毛收入大約66.5億澳門元,平均每日8.3億澳門元,是自疫後重啟以來最好,日均收入亦高於五一黃金周的約6.45億澳門元,以首六日估算,黃金周假期日均收入逾9.3億澳門元,勝市場預期10%,並恢復至2019年同期80%,與第三季復甦至70%相比,復甦步伐加快,至於中場博彩毛收入相當於2019年同期110%至120%,數據反映黃金周表現甚佳。
該行認為博彩股風險回報傾向有利,長線投資者可以開始在現水平或第三季業績期撈底,首選永利澳門(01128.HK)及美高梅中國(02282.HK),其餘依次為金沙中國(01928.HK)、銀娛(00027.HK)、新濠國際發展(00200.HK),最後為澳博(00880.HK)。
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