智通财经APP获悉，里昂发布研究报告称，澳门今年1月博彩总收入为183亿澳门元(下同)，较预期低6%，表现不尽如人意。另外，今年1月29至31日期间，澳门平均每天仅有15.06万人次游客，游客数量也不多。
虽然里昂对今年澳门博彩总收入预测仍较市场普遍预期低2%，但该行仍然认为，随着消费者信心增强，增长只会加速，而相关情况将于2026年发生。该行下调对银河娱乐(00027)的利润预测，同时将其H股目标价由46.5港元下调至45.8港元。
另外，里昂预计银娱、永利澳门(01128)、新濠博亚娱乐(MLCO.US)、美高梅中国(02282)及澳博控股(00880)的2024年第四季EBITDA将按季增长3%。行业首选为金沙中国(01928)及银娱。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.