baccarathotelandresidences| Macquarie: The earnings of Macau gaming stocks in the first quarter will be affected by market share, Galaxy Entertainment and Sands China are preferred

Fitness 2024-04-12

  麦格理发布研究报告称baccarathotelandresidences,预计首季澳门博彩股盈利将受市场份额所影响,估计美高梅中国(02282)、永利澳门(01128)及澳博控股(00880)的市场份额按季有所提升。该行首选仍为银河娱乐(00027)及金沙中国(01928),看好他们在今年及以后进行翻新,以及拥有强大的房地产储备,酒店客房库存充足。

  报告中称,美高梅中国受惠于1月份强劲的行销活动令市占率高达20%,但由于赢率较低,令2及3月份的市占率回落至13%至17%水平。该行料美高梅中国首季市场份额为17%,相对于去年第四季的16%微升,经调整EBITDA同比料增长65%,按季料升6%。该行认为,澳博随着新项目的启动,令公司3月份势头强劲,并预期上葡京已达至扭亏为盈的重要阶段,推动澳博盈利强劲增长,料首季经调整EBITDA利润率同比增长12个百分点,按季料增长2个百分点。

baccarathotelandresidences| Macquarie: The earnings of Macau gaming stocks in the first quarter will be affected by market share, Galaxy Entertainment and Sands China are preferred

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