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《大行報告》瑞銀:澳門7月賭收勝預期 行業首選金沙(01928.HK)和澳博(00880.HK)
瑞銀髮表研究報告指,澳門7月賭收達167億澳門元,按年升41倍、按月升9.6%,日均賭收5.37億澳門元,勝於預期,並達致2019年第三季水平的71%,這意味着7月最後8天的日均賭收達5.95億澳門元,較上一週有顯着提升。 該行指,澳門賭場復甦勢頭於下半年開始,日均賭收按月持續改善。該行預料,人均中場博彩收益達5,300至5,700澳門元,較2019年水平高於15%至25%,反映高端需求保持韌性。該行對行業前景持正面看法,並首選金沙(01928.HK)和澳博(00880.HK),給予前者目標價34.2元,後者目標價看6.5元,評級均爲「買入」。(ca/k) ~
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