高盛：博彩业消费者和休闲业务日GGR表现稳定,laxy和MLCO市占率提升,Wynn和MGM市占率下降,预计S公司将恢复派息。
澳门科技大学·2024-06-17 05:34
调研纪要 关注公众号:水木纪委 14 June 2024 | 6:45AM HKT Macau Gaming Consumer & Leisure Corp Day: GGR holding up; Galaxy/MLCO gained share at Wynn/MGM expense; DPS Asia Leisure Insights into Casinos, Airline Hainan, Hotels, OTA & the Rise of Leisure Simon Cheung, CFA simon.cheung@gs.com Goldman Sachs (Asia) L.L.C. Alpha Wang 852-2978-1984 | alpha.wang@gs.co Goldman Sachs (Asia) L.L.C. We hosted Galaxy, Wynn Macau, Sands China, SJM and MLCO over the past week Leah Pan +852-2978-6972 | leah.pan@gs.cor at our Consumer & Lei ...