《大行報告》瑞銀:澳門上周日均賭收6億澳門元 符合12月水平
瑞銀發表報告指,該行渠道檢查顯示,過去七天澳門日均賭收約6億澳門元,與12月份水平一致。
在各細分市場之間,中場賭收按月增長約3%,而貴賓廳賭收按月持平,贏率介乎2.7%至2.8%。另外,該行追蹤的36家酒店中,未來7天平均房價上升至每晚約2,500港元,而對上一周為每晚2,100港元。即將到來的春節期間,酒店平均房價保持穩健,為每晚8,900港元,與2023年10月黃金周的房價走勢持平。
報告指,板塊現估值相當於預測今年企業價值對EBITDA倍數約9.8倍,較長期均值低出1.3個標準差,維持對板塊正面看法,首選美高梅中國(02282.HK)和銀河娛樂(00027.HK)。
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