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大行評級|摩根大通:預期6月澳門博彩毛收或超195億澳門元 首選銀河娛樂及美高梅中國
摩根大通發表報吿指,據該行檢查,本月首22天澳門博彩毛收148億澳門元,平均每日超過6.7億澳門元,意味最後七日日均博彩毛收6.85億澳門元,與5月的6.84億澳門元相若,打破6月季節性低迷。雖數據受到張學友演唱會推動,但該行對近期超出季節性和預期的需求感到鼓舞,顯示在超過一年令人失望趨勢後出現積極的轉折。該行指澳門本月博彩毛收很可能超過195億澳門元,將為近期首次實現雙位數增長。該行認為現在是時候重新評估濠賭股當前估值,個股首選銀河娛樂及美高梅中國,其後依次為金沙中國、永利澳門,評級均為“增持”;新濠博亞及澳博評級“中性”;並予新濠國際“減持”評級。
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