《大行報告》麥格理料澳門今年賭收將延續復甦趨勢 首選仍為銀娛(00027.HK)及金沙中國(01928.HK)
麥格理發表研究報告指,數據顯示1月第二周的日均賭收為6億澳門元,按周下跌5%。該行假設本月餘下日子的日均賭收為5.4億至5.9億澳門元,全月整體博彩收入將達到178億至186億澳門元,又相信內地旅客會等待長假期才到訪澳門,因此直到農曆新年假期之前,澳門每周賭收將輕微下降。
該行提到,去年12月的澳門旅客量強勁令賭收快速復甦,因此將去年第四季賭收預測相應上調約2%。展望今年首季,該行繼續留意到農曆新年期間的酒店預訂量強勁,入住率超過90%,相信強勁的訪客量將成為澳門今年的關鍵驅動力。另外,該行相信今年的非博彩投資將帶動相關公司獲得長期收益,料今年賭收將延續復甦趨勢。
該行認為,金沙中國(01928.HK)的品牌升級改造和銀娛(00027.HK)的新酒店將提升其定位並進一步吸引優質中場客戶,維持以上兩隻股票為首選股。
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