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大和:料澳門今年賭收增長5% 推薦新濠博亞、金沙(1928.HK)等
格隆匯 01-06 12:03
大和發表研究報告,指12月澳門賭收按年跌13.7%,相等於日均賭收為7.36億元(澳門元,下同),全年澳收為2,924.56億元,按年跌3.4%,遜預期。而在新一年,賭場工會發起遊行,要求加薪及改善工作環境。
該行指,12月的賭收跌幅擴大,主要由於國家主席習近平訪澳,致當地收緊簽證,影響客量,相信是一次性影響,未有影響基本面。而11月訪客量下跌,主因香港部分活動,以及大橋已落成一年,不過澳門機場的客量卻有增長,反映一線及二線城市的高端中場旅客仍然健康。
該行預期,今年訪客量會回升,特別是橫琴關口提供24小時通關,預期今年賭收增長為5%,主要由中場帶動,而貴賓廳則持續下跌,推介股依次為新濠博亞、金沙(1928.HK) 、銀娛(0027.HK) 、美高梅中國(2282.HK) 、澳博(0880.HK) 、永利澳門(1128.HK)。
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