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大行評級丨摩根大通:預計6月澳門賭收按年增長4%至7% 首選銀河娛樂及美高梅中國
摩根大通發表研究報告指,行業調查顯示6月首八日澳門博彩收入達52億澳門元,即每日平均爲6.5億澳門元,低於5月日均6.84億澳門元的水平,但認爲對於作爲平常季節的6月份而言表現非常健康,相信部分是受到韓星演唱會及端午節的推動。該行目前預測本月餘下時間澳門賭收將進一步放緩至每日6億至6.2億澳門元,預計6月賭收按年增長4%至7%,帶動次季賭收按年增長3%至4%,或按季增長1%至2%。
摩通認爲,目前濠賭股價格低廉,考慮到盈利風險較小,相信可迎來估值重估,對博彩行業抱有更樂觀看法,首選銀河娛樂及美高梅中國,同予“增持”評級,其次順序爲金沙、永利澳門、新濠博亞娛樂、澳博及新濠國際發展。
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