《大行報告》麥格理:澳門1月賭收料達2019年74%至76%水平 首選仍為銀娛(00027.HK)及金沙中國(01928.HK)
麥格理報告指出,根據第三方數據提供者估計,澳門賭場1月截至21日第三周日均賭收為6.28億澳門元,按周升5%,而因農曆新年前夕,本月最後一星期賭收或會稍微放緩,假設本月餘下日子日均賭收介乎5.5億至6億澳門元,1月整體賭收1月賭收料介乎185億至190億澳門元,達2019年74%至76%水平。
澳門旅遊局預計,自2月10日開始的八天農曆新年假期,日均遊客人數將達12萬人次,較最近的聖誕節假期增加5%。當局預計2024年旅客人數將達3,300萬人次,較2023年增加17%,但較2019年減少16%。該行認為,旅客強勁復甦支撐賭收顯著改善,旅客數量自2023年第三季佔2019年的83.5%水平,增至2023年第四季的90.2%。
該行濠賭股首選仍為銀娛(00027.HK)及金沙中國(01928.HK),因其酒店客房庫存豐富及設施翻新,兩者目標價分別為62元及38.1元,評級均為「跑贏大市」。
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