智通财经APP获悉，瑞银发布研报称，对澳门博彩行业保持乐观，首推金沙中国有限公司(01928)。澳门今年2月博彩总收入约197亿澳门元，同比增长约7%，环比增长约8%，1至2月合计博彩总收入与去年同期持平，2月日均赌收约7.05亿澳门元，高于市场共识的6.65亿澳门元。
瑞银解释，日均赌收超预期是因春节后需求强于预期所推动，2月最后十二天的隐含日均赌收为6.54亿澳门元，显著高于1月的5.89亿澳门元。该行认为，这应能缓解市场对博彩需求放缓的担忧。濠赌股板块现估值相当于2025财年预测企业价值对EBITDA约8.4倍，较历史平均值低出两个标准差。
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