匯豐研究:料1月博彩收入將按年下跌1%至2%
匯豐研究發表研究報告指,武漢疫情加劇,市場憂慮農曆新年長假期間成千上萬旅客到訪澳門或助長病毒傳播,令近日澳門博彩股表現較大市遜色,但至今澳門尚未發現武漢肺炎的確診病例。根據業界反映,澳門酒店農曆年預訂情況未受影響,看好金沙中國(1928.HK)
及新濠博亞。
報告指,回顧過去類似事件,非典型肺炎於2003年爆發時,當年第二季度(特別4至5月份)澳門博彩總收入及訪客量急劇下降,但隨着中國引入個人遊,7月份數字已迅速復甦;同樣2009年第二季爆發的H1N1豬流感幾乎未有帶來太大影響。
該行指,本月首19天博彩收入約150億澳門元,日均收入為6.71億澳門元,而去年同期為7.86億澳門元;按市場劃分中場業務按年升7%至9%,貴賓廳表現則倒退15%至17%,預期新濠、永利澳門(1128.HK)
及美高梅(2282.HK)
都可藉此提升市佔率。
該行預計農曆新年前賭收將放緩,料20至27日期間日均賭收放緩至6億澳門元,而28至31日錄約11.5億至12億澳門元,即1月份博彩收入將介乎244至246億澳門元,按年下跌1%至2%。由於今年農曆年較早,考慮到2月有29天,預料今年首兩個月澳門博彩收入按年跌幅將收窄至約2%至3%。
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