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《大行報告》匯豐研究:澳門2月賭收勢按年跌約九成 續看好新濠博亞及永利澳門(01128.HK)
阿思達克 02-25 09:33
匯豐研究發表報告指,澳門2月份首23天博彩收益錄21億澳門元(下同),意味每日平均的賭收為2.63億元,有別與1月份的7.71億元以及去年同期的9.41億元。該行指,賭場重開後,博彩需求非常疲弱,主要是由少數貴賓廳玩家所貢獻,中場賭收的貢獻非常有限。 該行認為短期內博彩需求維持疲弱,這是由於個人旅遊計劃繼續暫停,加上賭場玩家的情緒低迷。假設剩餘6天的賭收介乎8,000萬元至1.3億元,預料2月份整個月的賭收為26億元至29億元,按年跌89至90%。 該行提到,良好的執行力仍是在困難時期保持增長的關鍵,相信高端需求的表現會更具彈性,並會在疫情開始受控時,比基本中場的表現更快復甦。因此,該行看好新濠博亞及永利澳門(01128.HK),認為其估值相對較低。
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