《大行報告》瑞信澳門7月賭收遜預期料受貴賓廳疲弱所拖累
瑞信發表報告表示,7月份澳門賭收錄按年跌3.5%,遜於預期原上升2%,7月份即日均賭收只有7.89億澳門元,主因中介人正降低提取資本限額,以防止可能的監管性風險,以及香港的示威活動影響港澳旅客人數。
該行指,澳門貴賓廳因受內地打擊網上海外電子賭博業務,以及中介人降低提取資本限額所影響,不過相關需求穩定,故相信未來1-2個月可回復正常水平,7月份最大的幾位中介人轉碼數正跌25%,幸運因素亦在3%的正常水平。
瑞信表示,澳門中場業務維持穩健水平,但部份受香港示威活動影響,預期中場賭收升17%,受惠暑假量季、港珠澳大橋和6月份的假期後的需求。而過去2年,海外賭場吸納了很多到澳門消費的貴賓廳需求,但若海外市場受監管,將令需求引回至澳門實體賭場,若計及颳風韋帕的影響,該行預期澳門8月份的賭收會回復1-2%增長,首選永利澳門(01128.HK)、新濠、銀河娛樂(00027.HK)。
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