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《大行》里昂維持澳門8月賭收增長10%至218億澳門元預測
里昂發表研究報告指,澳門博彩收入近期回升,認為主要來自人民幣走勢強勁的推動,同時分析中國PPI與PPIRM的差距,發現可反映上游企業盈利能力,而該差值已從2024年12月的負1.15個百分點,收窄至2025年6月的正1個百分點,同期澳門博彩收入亦從下跌2%改善至增長19%。
該行認為,若中國一、二線城市樓價可企穩,將有助提振消費者信心,帶動新一輪企業盈利預測上調,目前仍維持8月份賭收將按年增長10%至218億澳門元的預測,相當於日均賭收達7.03億澳門元,與8月首十日的約7億澳門元相符。
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