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《大行報告》富瑞料濠賭股將維持區間波動 直至內地擔憂緩解
富瑞發表評級報告指,截至1月14天當周,澳門日均賭收6億澳門元,較1月首7天的6.29億澳門元放緩,主要是受到元旦訪客量創疫後新高的影響。本月至今日均賭收6.14億澳門元,仍高於2023年各月的平均賭收(撇除去年10月在黃金周帶動下,日均賭收達6.29億澳門元)。該行稍微上調1月賭收預測至178億至186億澳門元,反映上周賭收相對較高,料1月餘下時間的日均賭收跌至5.4億澳門元至5.9億澳門元,維持不變。 該行指,現時不利因素仍集中在中國宏觀增長、房地產市場及消費力疲軟,對出國旅遊造成負面影響。該行又料,濠賭股將維持區間波動,直至內地擔憂緩解,偏好銀娛(00027.HK)及金沙中國(01928.HK)。(ca/u) ~
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