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小摩:澳门博彩股最新评级及目标价(表) 首选银河娱乐(00027)、金沙中国(01928)

Komo: Macau Gaming Stock's Latest Ratings and Target Prices (Table) Preferred by Galaxy Entertainment (00027) and Sands China (01928)

Zhitong Finance ·  Jun 6, 2023 14:39

According to the Zhitong Finance App, Xiaomo released a research report saying that for Macau gaming stocks, gaming revenue for the first 4 days of June is expected to be 1.8 billion patacas, or about 450 million patacas per day. Considering seasonal factors, it is believed that the above slowdown is in line with expectations. It is expected that gaming revenue in June will weaken, but it is believed that the trend from the second quarter to the present indicates that it will record strong second-quarter results, which should continue to exceed market expectations.

The bank said that it is still optimistic about the Macau gaming industry. It has indeed noticed that Macau stocks have not reacted to recent good news and strong data, but it still believes that fundamentals that are superior to expectations will eventually drive sentiment and higher stock prices as market data rises. The bank's stock preferences are as follows. It prefers Galaxy Entertainment (00027) and Sands China (01928), and is optimistic about MGM China (02282), Wynn Macau (01128) and Xinhao International Development (00200), and finally optimistic about Macau Holdings (00880)).

The translation is provided by third-party software.


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