摩根大通发布研报称，澳门12月首八日的博彩毛收入为45亿澳门元，相当于每日5.62亿元，较11月日均博彩收入低出9%，但属预期之内。虽然预计12月博彩收入增长将会放缓，但预计第四季仍将环比增长3%至4%，达到20个季度以来的最高水平，认为这个增长势头应能支持行业达到第四季以及今财年的普遍预期。Gaming stocks generally rose today. As of press release, MGM China (02282) rose 4.09% to HK$10.18; Sands China (01928) rose 4.28% to HK$21.95; Galaxy Entertainment (00027) rose 1.94% to HK$36.85; and Macau International Development (00200) rose 1.78% to HK$5.15.
The Zhitong Finance App learned that gaming stocks generally rose today. As of press release, MGM China (02282) rose 4.09% to HK$10.18; Sands China (01928) rose 4.28% to HK$21.95; Galaxy Entertainment (00027) rose 1.94% to HK$36.85; and Macau International Development (00200) rose 1.78% to HK$5.15.
According to the news, recently, Wu Suping, Deputy Director of the Macau Public Security Police, said that in the first 11 months of this year, all ports in Macau recorded 0.195 billion arrivals and departures, an increase of 19% over the previous year, and a 10% increase over the same period in 2019. Dahua Jixian believes that since 2024 is the 25th anniversary of Macau's return to the motherland, travel restrictions between Zhuhai and Macau have been relaxed, and it is expected that more support policies will further promote Macau's tourism.
According to a research report released by J.P. Morgan Chase, Macau's gross gaming revenue for the first 8 days of December was 4.5 billion patacas, equivalent to 0.562 billion yuan per day, which is 9% lower than the average daily gaming revenue in November, but this is within expectations. Although gaming revenue growth is expected to slow in December, the fourth quarter is still expected to increase by 3% to 4% month-on-month, reaching the highest level in 20 quarters. We believe this growth momentum should support the industry to meet general expectations for the fourth quarter and this fiscal year.