《大行報告》摩通:澳門2月首四天日均賭收予人留下深刻印象
摩根大通發表研究報告指,2月首四天賭收預測為25億澳門元(下同),即日均賭收達6.25億元,勝於1月的日均賭收6.24億元。該行考慮到農曆新年之前的季節性因素,認為這個數字予人留下深刻印象。該行指,預訂房間的博彩顧客處於非常健康的水平,預計8日新春假期期間,日均賭收為6.5億元。
該行表示,鑑於需求強勁及估值便宜,對澳門博彩業保持建設性看法。該行料行業於短期內沒有立即推動大幅反彈的催化劑,但繼續將美高梅中國(02282.HK)列為首選,並最看淡澳博(00880.HK)。該行的偏好依次為美高梅中國(增持)、永利澳門(01128.HK)(增持)、銀娛(00027.HK)(增持)及金沙中國(01928.HK)(增持)、Melco(MLCO.US)(中性)、澳博(中性)。
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