《大行》麥格理:大型演唱會活動帶動7月澳門博彩業開局強勁
麥格理發表研究報告指,澳門博彩業7月開局強勁,渠道數據顯示,截至7月6日止一星期,日均博彩收入達7.16億澳門元,按年增長30%,相信是受到張學友演唱會等大型活動帶動客流,以及貴賓廳高贏率的推動。相較6月水平,中場增長2%至4%,貴賓廳基本持平。贏率介乎3.3%至3.5%,對比去年為2.9%至3.1%。
麥格理列銀娛(00027.HK)為首選股,預計今年底全面投入營運的Cappella將有助集團搶佔高端中場市佔率,而且澳門銀河是張學友演唱會主辦場地,料成為主要受益者,評級「跑贏大市」,目標價46.9元。
該行又提到,泰國娛樂綜合體法案可能暫緩,據當地媒體報道,新內閣或需重新審議新法案,預期泰國政府將優先著手處理美國關稅等議題。
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