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大和:澳門9月賭收令人失望 料10月按年跌3%
格隆匯 10-03 10:52

大和發表報告指,9月澳門賭收令人失望,只錄按年升0.6%至220.79億澳門元,較原預期升3%為低,就黃金週首天澳門總訪客人數按年僅升3.8%,其中國內旅客升5%,預期10月份賭收跌3%,主因受香港持續的社會活動影響。

該行指,因應去年受澳門賭場曾颱風影響而關閉,導致基數較低,對今年澳門9月份賭收表現感失望,相信是受到香港情況、人民幣貶值,都對旅客情緒受損,令旅客人數降低,以及平均賭注降低,造成與去年受颱風影響而需要關閉的情況相若。

大和稱,10月1日的黃金週,亦見明顯的旅客數字下降,因應不確定性增加,相信陰霾會於黃金週期間持續,預期澳門今年10月賭收跌3%至265.08億元,相等於日均賭收為8.55億元,重申對行業正面的看法,因相信目前太早去訂定黃金週的影響,重申對金沙中國(01928.HK)“買入”評級首選股,認為其房量和賭桌數目都受惠旅客增長。

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