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大行評級丨大摩:料五一黃金週澳門平均每日房價較農曆新年期間低14%

摩根士丹利發研報指,根據渠道數據,發現澳門今年五一黃金週酒店平均每日房價較農曆新年期間低14%,與2024年五一黃金週相比亦低2%,目前入住率與2025年農曆新年期間比較下降5個百分點,但較去年同期上升了4個百分點。個別表現方面,銀娛(0027.HK)旗下的銀河酒店和澳門大倉酒店期內平均每日房價和入住率均按季下降,而金沙(1928.HK)旗下的倫敦人酒店入住率雖下降,平均每日房價則有所上升。整體而言,大摩預期今年五一黃金週表現將較弱,加上目前行業缺乏催化劑,預料一眾濠賭股第二季度表現疲弱可能會令全年盈利預測下調。

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