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《大行报告》瑞信澳门7月赌收逊预期料受贵宾厅疲弱所拖累
阿思达克 08-01 14:31

瑞信发表报告表示,7月份澳门赌收录按年跌3.5%,逊於预期原上升2%,7月份即日均赌收只有7.89亿澳门元,主因中介人正降低提取资本限额,以防止可能的监管性风险,以及香港的示威活动影响港澳旅客人数。

该行指,澳门贵宾厅因受内地打击网上海外电子赌博业务,以及中介人降低提取资本限额所影响,不过相关需求稳定,故相信未来1-2个月可回复正常水平,7月份最大的几位中介人转码数正跌25%,幸运因素亦在3%的正常水平。

瑞信表示,澳门中场业务维持稳健水平,但部份受香港示威活动影响,预期中场赌收升17%,受惠暑假量季、港珠澳大桥和6月份的假期後的需求。而过去2年,海外赌场吸纳了很多到澳门消费的贵宾厅需求,但若海外市场受监管,将令需求引回至澳门实体赌场,若计及刮风韦帕的影响,该行预期澳门8月份的赌收会回复1-2%增长,首选永利澳门(01128.HK)、新濠、银河娱乐(00027.HK)。

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