里昂：澳门博彩股首选银河娱乐(00027)及金沙中国(01928)

智通财经04-13

智通财经APP获悉，里昂发布研报称，预期澳门博彩业今年首季EBITDA将同比增长7%至20.67亿美元，受惠于14%博彩收入增长。尽管增长由高端市场带动，但该行预期行业利润率并不会扩张，主因是在竞争持续激烈的情况下，贵宾厅赢率不太可能超过正常化水平。该行更新了对各博企的盈利预测，以反映对返利、经营开支及非博彩收入的最新假设，并相应下调目标价。银河娱乐(00027)及金沙中国(01928)仍是行业...

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