《大行》摩通:澳門6月博彩毛收打破季節性低迷並實現雙位數增長
摩根大通報告指,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。
該行又指,與疫前水平相比,意味博彩毛收恢復率達82%(今年首季76%),其中中場及角子機恢復率約120%,貴賓廳恢復率為25%至30%,兩者均為疫後經濟重啟以來最高水平之一。數據亦意味第二季博彩毛收實現按年增長5%至6%及按季增長2%至4%。
該行認為現在是時候重新評估濠賭股當前估值,個股首選銀娛(00027.HK)及美高梅中國(02282.HK),其後依次為金沙中國(01928.HK)、永利澳門(01128.HK),評級均為「增持」;新濠博亞(MLCO.US)及澳博(00880.HK)評級「中性」;並予新濠國際(00200.HK)「減持」評級。
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