《大行》瑞銀料澳門博彩收入勢頭持續至七月初 首選銀娛(00027.HK)目標34.2元
瑞銀研究報告指,據渠道消息,澳門5月16至22日錄得強勁的博彩總收入(GGR),日均收入達6.86億澳門元(下同),相信有關表現是因為連續幾晚舉行的演唱會,帶動本月至今的日均收入達6.73億元,較5月僅跌2%,小於2015至19年的9%季節跌幅。細分市場方面,本月至今中場日均收入按月升1至3%,而貴賓廳則按月持平,VIP維持在約2.9%至3.2%。
目前整體GGR高於市場預期的6.2億元,該行料勢頭可持續至7月初,因期間亦有演唱會加場,加上新酒店嘉佩樂開幕;行業首選為銀河娛樂(00027.HK),予「買入」評級,目標價34.2港元。
股份 | 投資評級 | 目標價
銀河娛樂(00027.HK) | 買入 | 34.2港元
美高梅中國(02282.HK) | 中性 | 10.0港元
金沙中國(01928.HK) | 中性 | 14.5港元
永利澳門(01128.HK) | 沽售 | 3.8港元
新濠博亞娛樂(MLCO.US) | 沽售 | 4.6美元
新濠國際發展(00200.HK) | 沽售 | 2.4港元
澳博控股(00880.HK) | 沽售 | 1.6港元
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.