大行評級|麥格理:勞動節假期澳門賭收符預期 首選銀娛
麥格理髮表研究報吿引述第三方數據指,澳門博彩業五月首5日的每日平均收入(ADR)為9.1億澳門元。同時指出,雖然澳門及廣東地區近日的惡劣天氣,導致許多旅客的行程被取消,不過5月至今的ADR水平仍然較上月高47%。麥格理假設,5月餘下時間的ADR將介乎於5.8億至6.5億澳門元。加上第三方數據估計,澳門5月份的博彩總收入將達196億至215億澳門元,即相當於2019年水平的76%至83%。麥格理續指,澳門於勞動節假期的遊客人數,以及酒店入住率均略低於預期。當中,每日平均入境旅客量為12.08萬人次,較政府早前預測低約7%,並只是佔2019年的76%。
麥格理表示,銀娛為該行於澳門博彩業的首選。主要基於公司擁有強大的物業儲備,以及豐富的酒店客房庫存。該行將銀娛H股的目標價定於59.3港元,予以“跑贏大市”評級。
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