汇丰研究:料1月博彩收入将按年下跌1%至2%
汇丰研究发表研究报告指,武汉疫情加剧,市场忧虑农历新年长假期间成千上万旅客到访澳门或助长病毒传播,令近日澳门博彩股表现较大市逊色,但至今澳门尚未发现武汉肺炎的确诊病例。根据业界反映,澳门酒店农历年预订情况未受影响,看好金沙中国(1928.HK)
及新濠博亚。
报告指,回顾过去类似事件,非典型肺炎于2003年爆发时,当年第二季度(特别4至5月份)澳门博彩总收入及访客量急剧下降,但随着中国引入个人游,7月份数字已迅速复苏;同样2009年第二季爆发的H1N1猪流感几乎未有带来太大影响。
该行指,本月首19天博彩收入约150亿澳门元,日均收入为6.71亿澳门元,而去年同期为7.86亿澳门元;按市场划分中场业务按年升7%至9%,贵宾厅表现则倒退15%至17%,预期新濠、永利澳门(1128.HK)
及美高梅(2282.HK)
都可借此提升市占率。
该行预计农历新年前赌收将放缓,料20至27日期间日均赌收放缓至6亿澳门元,而28至31日录约11.5亿至12亿澳门元,即1月份博彩收入将介乎244至246亿澳门元,按年下跌1%至2%。由于今年农历年较早,考虑到2月有29天,预料今年首两个月澳门博彩收入按年跌幅将收窄至约2%至3%。
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