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富瑞:料2月份澳門賭收再跌逾三成至174億澳門元 對行業看法仍正面
格隆匯 02-03 17:15

富瑞發表研究報告指,澳門1月份賭收表現疲弱,按年跌11.3%至221億元(澳門元,下同),由於今年農曆年假期提早至1月尾,加上內地暫停個人旅遊簽註,2月份賭收或會再下跌約31.4%至174億元,幅度甚至會接近40%。

該行認為,武漢肺炎疫情可能短期內擾亂中國的經濟復升,需要視乎其影響的嚴重性及疫情何時才會緩和,但認為被壓抑的需求仍存在,因此對行業看法仍正面,較推薦金沙中國(1928.HK)

該行指,農曆新年7日期間每日平均訪澳人數只有3.73萬人次,對比2019及2018年為分別17.17萬及13.69萬人次。該行續指,資料顯示貴賓廳及中場業務賭收分別按年減少40-50%及30-50%,而農曆新年期間的賭收僅為6億元,以此估算黃金周賭收為每日11.6億元。

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