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《大行》匯豐研究料5月澳門賭收介乎211億至217億澳門元 看好美高梅中國(02282.HK)銀娛(00027.HK)
匯豐研究發表報告指,行業數據顯示,今年5月首25日的澳門賭收爲175億澳門元,過去7日的日均賭收爲6.68億澳門元,按周增加16%。報告提到,目前5月的日均賭收較4月高出11%,勝於往常高出3%的歷史趨勢。 該行假設本月餘下日子的日均賭收介乎6億至7億澳門元,預計全月的賭收爲211億至217億澳門元,意味着按年增長4%至7%。 該行繼續看好美高梅中國(02282.HK)強勁的投資資本回報,相信在更具挑戰性的經營背景下,公司強勁的執行能力和高效率的營運應能帶動更有彈性的業績。該行又偏好銀娛(00027.HK),因集團正加快進進第三期工程,當中澳門銀河嘉佩樂將於今年年中推出,應可支持其市佔率提升。
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