至于上述首选股，花旗表示，银娱因嘉佩乐酒店将于2025年年中开业，估计2025年市占率将维持在20%左右水平。该行看好金沙中国中场市场份额占比增加，主要受惠于其澳门伦敦人酒店开幕。Citi estimates that Galaxy Ent (00027) will maintain a market share of around 20% in 2025.
Wisdom Financial APP has learned that according to a research report released by Citi, the booking performance during the National Day golden week at Macau casino hotels is strong. Their top stock picks include Galaxy Ent (00027) with a target price of 62.5 Hong Kong dollars; Sands China (01928) with a target price of 24.7 Hong Kong dollars.
Citi stated that besides strong bookings, many intermediate players have booked even earlier than during the Lunar New Year period. The bank quoted one operator as saying that the total gambling revenue during the National Day golden week holiday is expected to be around 0.9 billion Macau dollars per day, similar to the performance during this year's Lunar New Year golden week and Labor Day holidays. The bank also remains bullish on the demand of intermediate clients in Macau casinos.
Regarding the above-mentioned top stock picks, Citi indicated that Galaxy Ent is expected to maintain a market share of around 20% in 2025 due to the opening of the Grand Lisboa Palace hotel mid-2025. The bank is optimistic about Sands China increasing its market share in the intermediate market, mainly benefiting from the opening of The Londoner Macao hotel.
