瑞銀:料澳門10月賭收按年跌3%至5%
瑞銀髮表研究報告,指澳門10月首七日賭收錄約80億至81億元(澳門元,下同),相等於日均賭收約11.5億元,以日均基礎計,大致符合今年五一黃金週長假表現,但較去年十一黃金週同期日均賭收(約13億元)低出約10%。報告估算期內貴賓廳賭收按年跌約20%,中場賭收則料錄中至高單位數增長。據該行渠道調查所得,金沙中國(1928.HK)
在普通中場板塊大幅贏得市佔,銀河娛樂(0027.HK)
貴賓廳市佔亦擴張,兩公司亦同時受惠於貴賓廳有利的贏率。
瑞銀注意到,去年十一黃金週有兩個週末(去年9月29至30日是週末),連接去年十一黃金週,因此導致今年同期賭收面對較高基數。報告稱,十一黃金週訪澳旅客人數按年升11.5%至98.4萬人次,其中內地客升9.4%至79.8萬人次。訪澳旅客勢頭在黃金週中段最強,第五日屬最高。
瑞銀表示,今年9月賭收比較基數較低的影響已褪色(去年9月山竹襲澳),加上在貴賓廳拖累下,10月賭收料按年下滑,報告料澳門10月賭收按年跌3%至5%,同時受貿易摩擦、國家主席習近平將於12月訪澳和人民幣轉弱影響下,貴賓廳翹尾因素的提振作用料亦有限。
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