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中金:建議逢低吸納濠賭股 疫情影響只屬一次性
格隆匯 02-03 16:27

中金髮表研究報告預計,今次武漢肺炎疫情的影響只屬一次性,澳門博彩業前景不會發生結構性改變,而且澳門博彩股在過去幾周已回調約20%,估值處於歷史偏低水平,建議投資者逢低吸納。

中金報告指出,雖然當前有訪澳限制,但是博彩高端需求僅受輕微的影響,因高端賭客仍可採取轉機籤、商務籤等其他方式進入澳門,預計疫情穩定後一個季度內高端需求將引領澳門的需求復升。

澳門博彩監察協調局公佈,今年1月份博彩毛收入為221.26億澳門元,按年跌11.3%,連續四個月錄得按年跌幅,按月計則跌3.1%。由1月24日(年三十)至1月30日(年初六)期間,總訪澳旅客大跌78.3%,其中內地客更挫83.3%。

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