《大行》匯豐料7月澳門博彩總收入或可達208至220億澳門元
匯豐研究報告指,7月首13天澳門博彩總收入(GGR)達90.5億澳門元。過去7天日均收入按周跌5%至6.78億澳門元,因貴賓廳贏率下降及張學友演唱會完結。本月至今日均收入爲6.96億澳門元,較6月微降1%,但按年增長17%。當中中場日均收入按月增0至3%,而貴賓廳投注額持續基本持平。若7月剩餘時間日均收入維持6.5億至7.2億澳門元,則全月GGR可達208億至220億澳門元,意味按年升12至18%,而6月增幅爲19%。
報告提到,澳門政府加強取締無牌兌換活動,該行認爲近期GGR改善顯示,在合法兌換渠道未受影響下,持續打擊行動對需求的衝擊有限。該行繼續看好銀娛(00027.HK)及美高梅中國(02282.HK),目標價分別爲42.5港元及16.5港元,均予「買入」評級。
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