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《大行》匯豐研究:澳門8月首十日賭收達約70億澳門元 看好美高梅中國和銀娛
匯豐研究發表報告指,澳門在8月首十日的賭收或達約70億澳門元,日均賭收按月跌2%。該行認爲,賭收疲弱的部分原因是VIP贏率較低。此外,澳門上週發出今年首個黑色暴雨警告信號,亦可能對需求造成負面影響。 報告指出,根據澳門旅遊局的初步數據,7月的日均訪客人數約爲11萬人,按年增長維持在10%以上,惟第二季的非博彩消費仍然低迷。不過,該行注意到過夜訪客的非博彩消費下降趨勢有所收窄,第二季按年下降3%,而第一季爲下降5%。 該行繼續偏好美高梅中國(02282.HK),料其將因爲低基數及房間量上升而在下半年加快增長,又看好銀娛(00027.HK),相信其澳門銀河嘉佩樂酒店將吸引高端客戶,而且其第三期項目將繼續支持集團市佔擴張。該行維持上述兩股「買入」評級,續予目標價18.8元及45.5元。
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