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大行评级|麦格理:相信强劲访客量将成为澳门关键驱动力 首选金沙中国和银娱

Bank Ratings | Macquarie: I believe strong visitor numbers will become Macau's key driving force, and Sands China and Bank Entertainment are the first choice

Gelonghui Finance ·  Jan 16 14:17
Glonghui, January 16 | According to a research report published by Macquarie, the data showed that the average daily gambling revenue for the second week of January was 600 million patacas, down 5% from week to week. The bank assumes that the average daily gambling revenue for the rest of the month will be 540 million to 590 million patacas, and that the overall monthly gaming revenue will reach 17.8 billion to MOP 18.6 billion. It also believes that mainland visitors will wait for long holidays before visiting Macau. Therefore, weekly gambling revenue in Macau will drop slightly until the Lunar New Year holidays. The bank mentioned that the strong number of visitors to Macau in December last year led to a rapid recovery in gambling revenue, so the gambling revenue forecast for the fourth quarter of last year was raised by about 2% accordingly. Looking ahead to the first quarter of this year, the trip continues to notice strong hotel bookings during the Lunar New Year period, with an occupancy rate of over 90%. It is believed that strong visitor numbers will be a key driving force for Macau this year. Furthermore, the bank believes that this year's non-gaming investment will drive related companies to obtain long-term profits, and it is expected that gambling revenue will continue to recover this year. The bank believes that Sands China's brand upgrade and GEG's new hotels will enhance its positioning and further attract high-quality midmarket customers, and maintain the above two stocks as preferred stocks.

The translation is provided by third-party software.


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