麦格理发表研究报告指，澳门上周录得日均赌收8.22亿澳门元(下同)，主要受到农历新年带动，2月1至5日录得日均赌收9亿元。8天的农历新年假期期间，入境旅客按年跌3.5%，而来自内地及香港的旅客数字分别按年跌3.2%及8.9%。该行相信，因为澳门首两月赌收仍弱，全年赌收按年增9%的预测或有下行风险。
该行指，在澳门濠赌股之中，看好银娱(00027.HK) ，因为其强劲的物业组合及大量的酒店房间库存。而金沙中国(01928.HK) 在装修的影响逐渐减轻下而变得更吸引。(vc/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-11 12:25。)
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