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《大行報告》大摩料澳門1月賭收188億澳門元 按月持平
摩根士丹利發表報告指出,澳門去年12月賭收按月增長16%至186億澳門元,日均賭收5.99億澳門元,相當於2019年12月的81%水平;倘撇除國家主席習近平2019年12月訪澳的影響,澳門去年12月賭收亦相當於2018年12月的70%水平。 該行認為,上月賭收較市場預期高出6%,且優於正常季節性按月增長5%的水平,對今年復甦是個好兆頭,假設上月貴賓廳(VIP)復甦至2019年水平的30%,中場復甦應較2019年水平高出約20%。 此外,澳門去年第四季賭收按季增長11%,達2019年第四季的75%水平。該行預期中場賭收按季增長9%,達2019年第四季的103%水平;行業EBITDA按季增長11%至21億美元,為2019年同期的85%。 該行料澳門今年1月份的賭收將按月持平,至188億澳門元,相當於2019年水平的75%。而去年賭收按年增長3.3倍至1,820億澳門元,相當於2019年的62%。該行料今年賭收將按年增長28%,達至2019年的80%水平。
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