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富瑞:澳門今年首5日賭收表現強勁,推薦金沙中國(1928.HK)
格隆匯 01-07 17:07

富瑞發表研究報告指,澳門受到去年12月臨時簽證限制後被壓抑的需求影響,踏入2020年初的表現強勁,澳門今年首5日的博彩收入預計為每日8.2億(澳門元,下同),加上中國PMI保持在50的擴張水平以上,以及人民幣升值和中美貿易協議等因素,顯示中國經濟正在轉好。該行指,仍然較推薦美股WYNN及金沙中國(1928.HK),因為金沙在表現較差的貴賓廳業務較少。

富瑞指,澳門今年首5日中場博彩收入按年增長5-7%,貴賓廳收入則下跌15-20%,傳統上這應是農曆新年之前的平靜時期,但今年表現相對強勁,該行對整月的表現比較正面。

富瑞續指,澳門12月博彩收入按年下降13.7%至228億澳門元,主要由於國家主席習近平對澳門進行了為期3天的訪問而造成的臨時簽證限制。該行認為,市場集中在現時被壓抑的需求的可持續性,以及農曆新年提早的影響,相信會對澳門博彩業有利。

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