摩根大通近期发布研报称，澳门12月首八日的博彩毛收入为45亿澳门元(下同)，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。摩通提到，虽然预计12月博彩收入增长将会放缓，但预计第四季仍将按季增长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。Macau Casino stocks fell collectively. As of the time of writing, Sands China (01928) is down 4.37%, quoted at 20.8 HKD; MELCO INT'L DEV (00200) is down 2.86%, quoted at 4.41 HKD; GALAXY ENT (00027) is down 2.8%, quoted at 32.95 HKD.
According to Zhichun Finance APP, Macau Casino stocks collectively declined. As of the time of publication, Sands China (01928) fell by 4.37% to HKD 20.8; MELCO INT'L DEV (00200) fell by 2.86% to HKD 4.41; GALAXY ENT (00027) fell by 2.8% to HKD 32.95; MGM CHINA (02282) fell by 2.43% to HKD 9.64; WYNN MACAU (01128) fell by 1.11% to HKD 5.34.
In terms of news, the Gaming Inspection and Coordination Bureau of Macau recently released data indicating that the gross revenue from lucky gambling in Macau in November was 18.44 billion patacas, a year-on-year increase of 14.9%, but a month-on-month decrease of 11.3%, falling back from a nearly five-year monthly high. For the first eleven months of this year, the cumulative gross revenue from lucky gambling reached 208.58 billion patacas, a year-on-year increase of 26.8%.
JPMorgan recently released a Research Report stating that the gross revenue from gambling in Macau for the first eight days of December was 4.5 billion patacas (same below), equivalent to 0.562 billion patacas per day, which is 9% lower than the average daily gambling revenue in November, but within expectations. JPMorgan mentioned that although it anticipates a slowdown in gambling revenue growth in December, it expects a quarterly growth of 3% to 4% for the fourth quarter, reaching the highest level in 20 quarters, believing that this growth momentum should support the Industry in achieving the general expectations for the fourth quarter and this financial year.
