大和料内地旅客续升利好博彩股维持行业“正面”评级
大和发表研究报指,在中美贸易摩擦下,澳门博彩有四个投资主题,包括:内地放宽内地居民来往港澳通行证的签证、大湾区发展、国企及澳门博彩企业持续协同,以及内地博彩顾客偏好赴澳门,相信相关投资主题可以支持内地赴澳旅客人数按年增长;加上,澳门5月及6月赌收增长转正,如果旅客增长持续,计及上述因素,料将可为澳门赌收带来催化作用,维持对行业“正面”的评级。
下表列出的是大和对澳门博彩股之最新投资评级及目标价:

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