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大行評級|瑞銀:對澳門博彩行業看法“中性” 偏好銀河娛樂及美高梅中國
瑞銀髮表報告指,據其渠道調查,澳門過去7天日均博彩毛收入6.79億澳門元,對比對上6天的7.16億澳門元減少,與張學友演唱會結束的時間吻合,意味澳門本月首13天日均博彩毛收入6.96億澳門元,按月跌1%。基於市場預期本月澳門日均博彩毛收入6.3億澳門元,意味餘下18日日均博彩毛收5.82億澳門元。該行指,澳門博彩股目前股價爲預測市場價值倍數10.2倍,爲兩年均值高半個標準差。該行對行業看法“中性”,偏好銀河娛樂及美高梅中國。
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