智通财经APP获悉，摩根大通发布研报称，基于行业调查，4月首21日的澳门赌收为130亿澳门元(下同)，即日均赌收为6.19亿元，表现略优于过往。该行预计4月澳门赌收同比大致持平，与第一季的趋势大致相同。
濠赌股首季业绩期即将揭开序幕，该行相信，市场将关注金沙中国(01928)管理层对未来趋势及前景的看法，而劳动节需求亦将受到密切关注。小摩建议，近期投资者选股应保持防守性，看好美高梅中国(02282)，因其第一季盈利坚韧且相对价值及收益率较高，予“增持”评级;看淡澳博控股(00880)和新濠博亚娱乐(MLCO.US)，因两者估值相对较高且缺乏现金回报，均予“减持”评级，以对冲行业基本面的不确定性。在大型股或流通性较好的股份中，该行偏好银河娱乐(00027)，予“增持”评级，看好其相对价值及中期增长优势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.