《大行》汇丰研究:旅客上升未能带动澳门赌收 偏好美高梅中国(02282.HK)及银娱(00027.HK)

阿斯达克财经
08 Apr

汇丰环球研究发表报告指,澳门4月首六天的博彩总收入为35亿澳门元(下同),相等于日均赌收为5.83亿元,较3月的6.34亿元下跌8%。虽然在4月4日至6日假期期间,访澳旅客人次按年上升14.7%,但本月以来按日均计算则较去年同期下跌3%。另外,澳门政府最近打击非法货币兑换活动,亦可能打击玩家的情绪。此外,贵宾厅赢率低于正常水平,拖累整体日均赌收。

行业股方面,该行持续看好美高梅中国(02282.HK) ,予“买入”评级及目标价14元,认为其拥有强劲的投资资本回报,其强大的执行力与高效率的营运,应能带动更有弹性的业绩。该行又看好银娱(00027.HK) ,相信其第三期的持续扩建及于今年年中推出的嘉佩乐酒店应有助提升市场占有率,予“买入”评级及目标价41.5元。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-07 16:25。)

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