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《大行報告》麥格理:澳門12月賭收料達2019年水平72%至77% 首選仍為銀娛(00027.HK)及金沙中國(01928.HK)
麥格理發表研究報告指,根據第三方數據,澳門12月份首10日平均每日博彩收入達到5.2億澳門元,與11月日均賭收5.18億澳門元水平相若。計及聖誕節及除夕等因素,預測今個月餘下時間每日平均賭收將介乎5.38億至5.86億澳門元,即12月份總博彩收入預期可達到165億至175億澳門元,達到2019年同期水平約72%至77%。 由於澳門政府對訪澳旅客人數的預期趨向樂觀,預測全年入境旅客將達到2,800萬人次,假設12月博彩總收入與8月持平,意味著博彩總收入將恢復到2019年水平約75%。 該行又預期,澳門當地會展活動持續復甦,預期明年有多達1,500場活動將會舉辦,另一邊廂澳門國際機場今年第三季的平均旅客吞吐量僅恢復至2019年水平的64%,仍有很大改善空間。 濠賭股中麥格理首選為銀河娛樂(00027.HK)及金沙中國(01928.HK),認為兩者均擁有強勁的物業項目及充足的酒店客房庫存,給予目標價68.4元及40元,評級「跑贏大市」。
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