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《大行》瑞銀:澳門6月至今賭收按月跌2%仍亮眼 薦買銀娛(00027.HK)
瑞銀研究報告指,該行渠道消息顯示澳門過去七日(9至15日)錄得強勁的博彩總收入,日均達6.86億元澳門元(下同),較對上八日的6.5億元高,令本月至今的博彩總收入達日均6.67億元,較5月跌2%,但好過2015至19年同期的9%季節性跌幅。細分市場而言,中場日均收入本月至今按月跌約1%至3%,而貴賓廳投注額按月持平,貴賓廳贏率介乎3.1%至3.3%。若根據市場預測6月日均博彩總收入爲6.19億元,即本月餘下的15日,日均收入要達5.72億元,便可符合市場預期。該行認爲有豐富的盛事活動尚待推出,加上嘉佩樂酒店開業將可推動6月餘下時間的需求;行業首選銀河娛樂(00027.HK),目標價34.2港元,予「買入」評級。
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