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港股异动丨濠赌股普涨 澳博控股涨超5% 花旗上调澳门8月赌收预测至215亿澳门元
Ge Long Hui· 2025-08-05 01:59
Group 1 - The core viewpoint of the article highlights the significant increase in Macau's gaming revenue, with July's gross gaming revenue (GGR) reaching 22.125 billion MOP, representing a year-on-year growth of 19% [1] - The average daily GGR for July was approximately 714 million MOP, recovering to 90% of the levels seen in the same period of 2019, exceeding both Citigroup's and market expectations of 21 billion MOP by 5% [1] - This marks the fourth consecutive month that Macau's gaming revenue has surpassed expectations, with the industry showing strong resilience as revenue has achieved nearly 20% year-on-year growth for two consecutive months [1] Group 2 - Looking ahead to August, Citigroup has raised its forecast for Macau's gaming revenue from 20 billion MOP to 21.5 billion MOP, reflecting a year-on-year growth of 9% and an average daily revenue of 694 million MOP [1] - This adjustment takes into account the potential lower per capita spending by tourists during the traditional peak travel season, as well as the high base from the same period last year [1] - The article also notes the positive impact of concerts, such as Eason Chan's performance at the Galaxy Arena, which is expected to contribute to the gaming revenue similar to the effect of Jacky Cheung's concert in June and July [1]
花旗:上调8月澳门博彩收入预测至215亿澳门元
Xin Lang Cai Jing· 2025-08-04 02:24
格隆汇8月4日|花旗发表研究报告指,澳门7月博彩收入(GGR)达221.25亿澳门元,按年增长19%,平均 每日达约7.14亿澳门元,恢复至2019年同期水平的90%,较该行及市场预期的210亿澳门元高出5%,连 续第四个月超出预期,更重要是赌收连续两个月实现近20%的按年增速,反映行业具有较强韧性。 展望8月,歌手陈奕迅将于银河综艺馆举行演唱会,参考6月至7月张学友演唱会所带来的正面帮助,花 旗相应将8月澳门博彩收入预测从200亿澳门元上调至215亿澳门元,按年增长9%,日均达6.94亿澳门 元,当中已计及旅客于传统旅游旺季期间人均消费可能较低,以及去年同期的较高基数。 来源:格隆汇APP ...