智通财经APP获悉，摩根大通发布研报称，预测澳门2月份博彩收入将介于183亿至194亿澳门元，同比跌1%至升5%。该行认为今年全年博彩收入可能仅录得低单位数增幅，目前预测同比增长2%。继续列银河娱乐(00027)为行业首选。
研报指出，2月份首16天博彩收入达119亿澳门元，日均收入7.43亿澳门元，意味着上星期日均赌收降至6.42亿澳门元，从农历新年的7.25亿澳门元恢复至较正常水平，符合预期。计及1月份数据，今年首两个月日均赌收将为6.2亿至6.4亿澳门元，同比跌2%至升2%。摩根大通认为市场预期已降至平稳增长，只要未来行业数据不进一步恶化，行业表现或大致跟随市场贝塔值及流动性变化。
除首选银河娱乐(00027)，该行还对美高梅中国(02282)、永利澳门(01128)、金沙中国(01928)均予“增持”评级，并分别给予澳博控股(00880)及新濠国际发展(00200)“中性”及“减持”评级。
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