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《大行》瑞銀:澳門6月賭收勝預期 首選銀娛(00027.HK)
瑞銀發表報告指,澳門六月博彩收入達到約211億澳門元,按年增長19%。這意味著平均日均博彩收入為7.02億澳門元,按月增長3%,顯著高於市場預期的6.45億澳門元。 該行認為,超預期表現可能受到強勁的活動帶動,例如張學友演唱會,以及倫敦人酒店和卡佩拉酒店的業務增長推動。六月最後八天的需求進一步加速,日均博彩收入約7.83億澳門元,而前22天的平均值為6.73億澳門元。 瑞銀指市場現時預期7月澳門日均博彩收入為6.3億澳門元,按年增長5%,但按月下降10%,因基數較高和活動影響。該行行業首選銀娛(00027.HK)。
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