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《大行報告》匯豐研究:澳門上周日均賭收達6.29億澳門元 料1月達174億至185億澳門元
匯豐研究發表研究報告指,今年1月首七天博彩收入達44億澳門元,意味著上周日均賭收達6.29億澳門元,而1月運行率達5%,超於去年12月整體水平,主要是受惠元旦假期的高訪客流量。該行指,考慮到農曆新年前出現放緩情況,料餘下1月份的日均賭收達5.4億至5.9億澳門元,全月達174億至185億澳門元,達致2019年水平的70%至74%。 該行預料,即將到來的農曆新年假期將於2月初可見穩健需求,因預訂數目錄得良好的升幅。其中,澳門持續改善其來往便利設施,進一步支撐其復甦。 匯豐研究指,由於擔心中國消費者支出前景疲軟,令濠賭股上行空間受到缺乏催化劑和疲弱情緒所限制。該行表示,偏好金沙中國(01928.HK),給予其目標價為32.5元及其評級為「買入」。 另外,該行亦看好美高梅中國(2282.HK),給予其目標價為13元及其評級為「買入」,以及銀娛(00027.HK),給予其目標價為56.5元及其評級為「買入」。(ca/w) ~
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