里昂发表研报指,随着美高梅中国跟随银河娱乐更新其派息政策,将常规派息比率由30%至35%,提高至50%。该行预期在澳门结构性增长放缓的情况下,各大博企将提高其派息比率。里昂亦预计,随着中国消费者信心回升,澳门博彩总收入增长将于2026年加速,故维持2025及2026年澳门赌收按年增长4%及10%的预测。不过同时因为利润率变化,将EBITDA预测分别下调2%及上调1%。该行在濠赌板块的首选为银河娱乐...
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