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大行評級丨摩根大通:預計次季澳門博彩毛收入增長2至3% 首選美高梅中國

摩根大通發表報吿指,5月首18日澳門博彩毛收入(GGR)為127億澳門元,反映過去一星期日均收入為每日5.92億澳門元,按周微升3%。假設5月份餘下日子每日錄收入5.8億至6.2億澳門元,則整月GGR可能錄得200億至210億澳門元,即按年持平或有3%增長。如計及4月份的優秀表現,今年次季增長可達2至3%,而市場預期為按年持平。

該行指,從3至6個月而言,美高梅中國為首選,基於其強勁盈利表現,以及估值和收益率優越,目標價13.5港元,評級“增持”。至於6至18個月,該行看好銀河娛樂,基於其估值及中期增長潛力,目標價37港元,評級“增持”。

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