《大行報告》里昂料澳門2月賭收或高於早前預期 首選金沙中國(01928.HK)及美高梅中國(02282.HK)
里昂發表報告指,農曆年期間到訪澳門的旅客穩定,據當地旅遊局數據,估計2月10日至17日平均每日旅客12萬人次,而該行在12日訪澳,亦見關口及渡假村人流強勁,原本預測2月賭收198億澳門元,或有上調空間,博彩股現價相當於今年預測企業價值倍數(EV/EBITDA)為11倍,首選金沙中國(01928.HK)及美高梅中國(02282.HK)。
報告指,作為參考數據,去年10月份共31日,澳門博彩毛收入195億澳門元,旅客人次相當於2019年10月的86%。
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