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大行評級丨里昂:維持澳門今年賭收增長2%的預測 行業首選銀河娛樂和金沙中國
里昂發表研究報吿指,澳門賭收增長仍然非常温和,但競爭正在加劇。撇除季節性因素,自去年年初以來,澳門每日總賭收介乎6億至6.5億澳門元。同時,旅客的平均賭收仍然受壓,而訪澳旅客人次則有上升趨勢,顯示澳門有更多休閒旅客(或較低價值的賭客)。該行維持澳門賭收預測,預期今年賭收增長2%,而明年則料增長10%。由於整體利潤組合出現不利變動,將今年行業Ebitda預測下調0.4%,又將2026至27年預測調低2%。該行繼續視銀河娛樂和金沙中國為首選股。
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