金吾财讯 | 摩根士丹利发研报指,2月澳门博彩收入按年增7%至197亿澳门元,胜该行及市场预期。以今年首两个月计,澳门总博彩收入按年持平,达到2019年的76%,复苏水平较去年第四季(2019年80%)缓慢。预计澳门3月总博彩收入按年升3.3%至201亿澳门元,带动首季博彩收入按年增1%至581亿澳门元。该行看好金沙中国(01928)及美高梅中国(02282)。该行认为前者受惠伦敦人名汇开幕和派息提升;后者股息率高,而且估值便宜。
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