花旗:重申對澳門長遠增長有信心 濠賭股短期調整為入市良機
花旗發表研究報告,指因應武漢肺炎,中國政府暫停出境旅行團,以及銷售外遊的機票和酒店套票,令澳門黃金週客量下降,首四日澳門訪客量只有19.45萬人次,按年跌69%,自中國的客人則明顯下降,跌75%至11.17萬人次。
該行指,在目前難以計算疫情對澳門賭收的負面影響,因未知何時會消除限制,此前該行預期新年賭收為每日約12億澳門元,相等於對首季賭收預測的7%,同時相信中介人的春茗(專為貴賓準備)亦會取消,引致賭收下跌。
該行又指,以往沙士疫情與目前並不是百分百可比較,因沙士期間尚未有自由行。該行希望肺炎帶來的負面影響會於夏天開始有減退,相信壓抑的需求加上基建改善,料下半年令賭收重收增長,重申對澳門長遠增長有信心,短期濠賭股股價的調整會是買入機會。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.