《大行》大摩料澳门赌业股次季经调整物业EBITDA按季跌7% 偏好银娱(00027.HK)及美高梅中国(02282.HK)

阿斯达克财经07-10

摩根士丹利发表研究报告指，预计澳门第二季经调整物业EBITDA将按季下跌7%，高于赌收的2%跌幅，导致行业EBITDA继续出现负修正。短期而言，该行偏好银娱(00027.HK) 及美高梅中国(02282.HK) 。
大摩表示，市场对银娱次季及全年表现均有较高期望，因集团可能受到自4月以来市场份额增长势头的支撑，加上次季表现按季优于金沙中国(01928.HK) 。另外，与永利澳门(01128.HK) 相比，该行更看好美高梅中国，虽然两间公司的市占率在次季均持续下滑，但美高梅中国的中场份额损失低于预期，其EBITDA亦有上升空间。该行又对新濠博亚(MLCO.US) 持中性态度。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-09 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》大摩料澳门赌业股次季经调整物业EBITDA按季跌7%  偏好银娱(00027.HK)及美高梅中国(02282.HK)\n</h2>\n\n<h4 class=\"meta\">\n\n<p class=\"head\">\n<strong class=\"h-name small\">阿斯达克财经</strong><span class=\"h-time small\">2024-07-10 09:49</span>\n</p>\n\n</h4>\n\n</header>\n<article>\n<html><body><div> <span> <p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表研究报告指，预计澳门第二季经调整物业EBITDA将按季下跌7%，高于赌收的2%跌幅，导致行业EBITDA继续出现负修正。短期而言，该行偏好银娱(00027.HK)<span> </span>及<a href=\"https://laohu8.com/S/02282\">美高梅中国</a>(02282.HK)<span> </span>。<br/>大摩表示，市场对银娱次季及全年表现均有较高期望，因集团可能受到自4月以来市场份额增长势头的支撑，加上次季表现按季优于金沙中国(01928.HK)<span> </span>。另外，与<a href=\"https://laohu8.com/S/01128\">永利澳门</a>(01128.HK)<span> </span>相比，该行更看好<a href=\"https://laohu8.com/S/MGM\">美高梅</a>中国，虽然两间公司的市占率在次季均持续下滑，但美高梅中国的中场份额损失低于预期，其EBITDA亦有上升空间。该行又对新濠博亚(MLCO.US)<span> </span><span> </span>持中性态度。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-09 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)</p><div></div>AASTOCKS新闻 </span> </div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1362525&catg=4&source=AAFN\">阿斯达克财经</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03913","symbol_name":"合景悠活","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1362525&catg=4&source=AAFN","article_id":"2450887690","we_media_id":null,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20221206160835220_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2450887690","pubTimestamp":1720576140,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"摩根士丹利发表研究报告指，预计澳门第二季经调整物业EBITDA将按季下跌7%，高于赌收的2%跌幅，导致行业EBITDA继续出现负修正。短期而言，该行偏好银娱及美高梅中国。另外，与永利澳门相比，该行更看好美高梅中国，虽然两间公司的市占率在次季均持续下滑，但美高梅中国的中场份额损失低于预期，其EBITDA亦有上升空间。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"03913":"合景悠活","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0594300419.USD":"富达中国消费基金A","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU1166156734.SGD":"Fidelity Asian Smaller Companies A-ACC-SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0702159699.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0650527681.SGD":"Fidelity China Consumer A-SGD","00027":"银河娱乐","BK1229":"房地产经营公司","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1521":"挪威政府全球养老基金持仓","BK1610":"ETF&股票定投概念","BK1542":"内地物业管理股","02282":"美高梅中国","BK1172":"赌场与赌博","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1258":"房地产运营公司","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348783233.USD":"安联东方收入型 CI A Dis美元","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK1589":"北水核心资产","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD"},"translate_title":"\"Big Bank\" Morgan Stanley expects Macau gambling stocks to fall 7% quarter-on-quarter adjusted property EBITDA in the second quarter, preferring GEG (00027. HK) and MGM China (02282. HK)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02282":1,"03913":1,"00027":1},"content_text":"摩根士丹利发表研究报告指，预计澳门第二季经调整物业EBITDA将按季下跌7%，高于赌收的2%跌幅，导致行业EBITDA继续出现负修正。短期而言，该行偏好银娱(00027.HK) 及美高梅中国(02282.HK) 。大摩表示，市场对银娱次季及全年表现均有较高期望，因集团可能受到自4月以来市场份额增长势头的支撑，加上次季表现按季优于金沙中国(01928.HK) 。另外，与永利澳门(01128.HK) 相比，该行更看好美高梅中国，虽然两间公司的市占率在次季均持续下滑，但美高梅中国的中场份额损失低于预期，其EBITDA亦有上升空间。该行又对新濠博亚(MLCO.US)  持中性态度。(sl/k)(港股报价延迟最少十五分钟。沽空资料截至 2024-07-09 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2450887690"}