《大行報告》麥格理:澳門12月賭收料達2019年水平74-77% 銀娛(00027.HK)及金沙中國(01928.HK)仍為首選
麥格理發表研究報告指,根據第三方數據,預計澳門過去七天日均賭收為5.42億澳門元(下同),較12月首10天的日均收入高約4%。該行按照趨勢預計,本月餘下時間的日均賭收介乎5.58億至6.08億元,主要是受到聖誕節和除夕的帶動,又預期12月的賭收將為168億至175億元,達到2019年水平的74至77%。
該行提到,澳門立法會常務委員會正審議《娛樂場幸運博彩信貸法律制度》,新提案會逐步收緊博彩信貸業務,並預計到明年中前不會生效。該行認為,擬議的修正案將進一步削弱中介貴賓廳的地位,而高端中場將會變得愈來愈重要。
麥格理表示,銀娛(00027.HK)第三期項目已在12月13日開幕,並設有一間擁有100間客房的全新酒店。據該行了解,新酒店的套房將較第三期的另外兩間酒店大,酒店亦會更加高端。該行認為,這或成為銀娛保留頂級玩家的巨大吸引力,又相信基於銀娛第四期的持續建設及先進的活動場地,銀娛有更大能力吸引優質中場客戶並提高賭桌收益。該行在澳門博彩股中仍然首選銀娛及金沙中國(01928.HK)。
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.