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花旗发表报告指澳门首季博彩毛收入按季增长6%估计行业EBITDA按季只有2%增长反映赢率不利对营运杠杆的负面影响相信澳博及美高梅中国的EBITDA按季增长表现相对较佳。该行首选为美高梅中国该公司较早期已安装智能赌台而且市场推广工作较为进取去年及今年初以来成功争取市场占有率因应其智能赌台的发展时间表相信公司将会受惠于技术领先将其目标价由16港元上调至17港元。其偏好次序为美高梅中国、银河娱乐、金沙中国、新濠博亚、永利澳门及澳博。

According to a report published by Citigroup, Macau's gross gaming revenue in the first quarter increased by 6%, and it is estimated that the industry's EBITDA increased by only 2% quarterly, reflecting the negative impact of poor win rates on operating l

Zhitong Finance ·  Apr 12 11:07
According to a report published by Citigroup, Macau's gross gaming revenue in the first quarter increased by 6%, and it is estimated that the industry's EBITDA increased by only 2% quarterly, reflecting the negative impact of poor win rates on operating leverage. I believe that the EBITDA growth performance of Aobo and MGM China is relatively good quarterly. The bank's first choice is MGM China, which has installed smart gambling tables earlier and is more aggressive in marketing efforts. In line with the development schedule of its smart gambling tables last year and the beginning of this year, I believe the company will benefit from leading technology to raise its target price from HK$16 to HK$17. The order of preference is MGM China, Galaxy Entertainment, Sands China, Macau, Wynn Macau, and Macau Expo.

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