瑞银发表研报指，澳门今年2月博彩总收入约197亿澳门元(下同)，按年增长约7%，按月增长约8%，推动1至2月合计博彩总收入与去年同期持平，意味2月日均赌收约7.05亿元，高于市场共识的6.65亿元。
瑞银解释，日均赌收胜预期是由于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6.54亿元，显著高于1月的5.89亿元。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。
瑞银表示，对澳门博彩行业保持乐观看法，首选金沙中国(01928.HK) 。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-28 16:25。)
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