《大行》汇丰研究料 10 月赌收高达 231 亿澳门元 续吁买入银娱美高梅

HSBC Research published a report indicating that the average daily gaming revenue in Macau for the third week of October was MOP 743 million, an increase of 25% week-on-week. From the beginning of the month to today, the average gaming revenue has been MOP 782 million, a year-on-year growth of 7%, which is 28% higher than September. It is predicted that the gaming revenue for October will be between MOP 22.3 billion and MOP 23.1 billion, meaning that the average daily gaming revenue for the remaining time will be between MOP 620 million and MOP 690 million, with a year-on-year growth rate of 7% to 11%, accelerating from about 6% in September.

As gaming revenue slows down, the bank believes that the upside potential for gaming stocks may be limited in the short term. It maintains a "Buy" rating for Galaxy Entertainment (00027.HK) and MGM China (02282.HK), with target prices remaining at MOP 43 and MOP 17.1, respectively. It is expected that Galaxy Entertainment's JW Marriott Hotel will continue to attract high-end customers, while MGM China is expected to consolidate its market share