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麦格理:澳门4月博彩总收入料复苏至2019年75%-78%水平 首选银河娱乐(00027)、金沙中国(01928)

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麦格理发布报告称,按季提升。银河娱乐(00027)因今年首季推广活动及在农历新年前已完成澳门银河酒店的装潢,将会在今年第二季重夺市场份额。美高梅中国是目前但一设有RFID台子的营运商,但其余5位营运商亦积极增设智能台,料将在今年年底开始启用,其盈利可在明年反映。列银娱及金沙中国(01928)为行业首选,皆予“跑赢大市”评级。

该行估算,澳门4月博彩总收入可达176亿至183亿澳门元,相当于2019年的75%至78%水平。澳门政府正与内地商讨,为到澳门的横琴旅行团提供一签多行,容许客人可在横琴留宿,纾缓澳门酒店房间在旺季短缺的情况。横琴现提供8000间酒店房间,并预期将会建造更多。

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