大行評級丨麥格理:澳門博彩行業首選銀河娛樂 予其“跑贏大市”評級及目標價46.9港元
麥格理髮表研究報告指,澳門6月2日至8日一週的日均博彩收入爲6.5億元澳門元,按周跌5%,但按年持平。澳門政府將全年博彩淨收入預測下調至2280億澳門元,與該行預期的2250億澳門元相近。市場份額方面,5月金沙中國及銀河娛樂市場份額分別增2個及1個百分點,該市場份額來自永利澳門及澳博,因金沙及銀娛旗下新物業開幕搶去了部分高端客戶。
該行的行業首選爲銀河娛樂,因其有強勁的待推出項目及豐富的酒店客房庫存,料今年末將全面營運的嘉佩樂酒店(Cappella)可推動集團於高端中場的市場份額;予其“跑贏大市”評級及目標價46.9港元。
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