智通财经APP获悉，麦格理发布研报称，给予银河娱乐(00027)与金沙中国有限公司(01928)“跑赢大市”评级，目标价分别为48.8港元及25.8港元。目前麦格理行业首选为银娱，且翻新影响逐步减退的金沙吸引力正在提升。该行通过第三方数据对澳门博彩市场进行分析，预计2月份博彩总收入在185亿至193亿澳门元，这意味着首两个月博彩收入同比下跌1%-3%。
麦格理研究报告指出，第三方数据显示澳门上星期平均每日博彩收入为7.43亿澳门元，按周下跌10%，贵宾厅和中场增长速度较过去两周放缓。该行预期，以基础中场为主业的澳门大型度假村2月份会出现市场份额变动。
行业数据表明，金沙中国及新濠国际发展(00200,MLCO.US)在1月份市场份额分别上升1.5%和2%，永利澳门(01128)及美高梅中国(02282)则分别下降1.5%和2%。同时，相比集中高端的同业，农历新年期间路氹中期博彩收入同比降幅更大，暗示2月份或再出现市场份额变动。
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