大行评级｜大华继显：上调澳门今年赌收预测至2420亿澳门元 首选银河娱乐

Group 1 - The core viewpoint of the report indicates that Macau's gaming revenue for July reached 22.1 billion MOP, representing a year-on-year increase of 19% and a month-on-month increase of 5%, marking a post-pandemic high and exceeding market expectations by 5% [1] - The company has raised its full-year gaming revenue forecast for Macau by 4% to 242 billion MOP, which implies a year-on-year growth of 7% and a recovery to 83% of the 2019 levels [1] - The company maintains an "overweight" rating on the Macau gaming industry, continuing to favor Galaxy Entertainment with a target price of 43 HKD and a "buy" rating [1] Group 2 - The company also assigns a "buy" rating to Sands China with a target price of 22 HKD [1]