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大行评级|瑞银:仍然看好澳门博彩行业 首选金沙和澳博

Bank Ratings|UBS: Still optimistic about Sands and Aobo in Macau's gaming industry

Gelonghui Finance ·  Nov 20, 2023 16:07
Greenway November 20 | According to a report published by UBS, the bank's channel survey showed that the total daily midterm revenue of Macau casinos in October increased by about 17% compared to the third quarter, while the total revenue of daily lounges increased by about 22% compared to the third quarter, mainly due to the October Golden Week holiday. In terms of market share, MGM China saw the biggest increase in market share in October, up 0.8 percentage points from the third quarter, in line with the company's guidelines. According to the report, Galaxy Entertainment's market share in October increased 0.2 percentage points compared to the third quarter, probably driven by the opening of Andaz Hotel in September. As for Sands China and Boya, the market shares of Sands China and Boya in October decreased by 0.8 percentage points and 0.5 percentage points, respectively, compared with the third quarter. UBS is still optimistic about the gaming industry in Macau and has ranked Sands and Macau Expo as top choices.

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