里昂：中国工业利润增长应能持续推动澳门博彩收入 首选银河娱乐(00027)与美高梅中国(02282)

Core Viewpoint - Recent roadshow in Tokyo highlighted that many investors agree with the view that growth in China's industrial profits should continue to drive Macau's gaming revenue [1] Industry Summary - Investors are currently favoring high-quality companies, with the gaming sector trading at an enterprise value to EBITDA (EV/EBITDA) multiple of 9.4 times for 2026, compared to the bank's established "new normal" range of 11 to 12 times [1] Company Summary - The bank maintains its existing forecasts and ratings, with Galaxy Entertainment (00027) and MGM China (02282) identified as preferred stocks [1]