Core Viewpoint - Morgan Stanley reports that Macau's average daily gaming revenue during the first five days of last year's National Day holiday was approximately 1.1 billion MOP, with expectations for this year's Lunar New Year holiday to match or exceed that figure due to similar occupancy rates and a 25% increase in average daily room rates (ADR) [1] Group 1: Revenue Expectations - The average daily room rate (ADR) during this year's Lunar New Year holiday is 25% higher than during last year's National Day holiday and 29% higher than the same period last year [1] - Occupancy rates are similar to last year's National Day holiday but have decreased by approximately 7 percentage points compared to the same period last year [1] Group 2: Future Projections - Based on high occupancy rates, the industry anticipates sustained demand post-holiday, supporting a projected 13% year-on-year increase in total gaming revenue for February [1] - The industry is expected to see a 16% year-on-year growth in EBITDA for the first quarter of this year, leading to upward revisions in profit forecasts [1]
大摩：农历新年澳门酒店房价同比升近三成 料2月博彩收入同比升13%
智通财经网·2026-02-05 03:45