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《大行報告》摩通:廣東宣布入境者須隔離14天 對澳門賭場影響猶如停業
阿思達克 03-27 14:36
摩通發表的研究報告指,內地收緊包括廣東在內的關口管控,自3月28日起禁止外國人入境,並叫停所有類型的簽證或免簽安排(除非緊急情況),部分省份更加嚴謹,以廣東為例所有進入該省的人都需要隔離14日,自今早6時起生效。

對澳門而言,措施尤如關閉賭場,因為現時進入澳門的航班十分少,而透過香港入境澳門亦需要隔離14天,意味現時大部分訪客均是由廣東(拱北口岸和蓮花大橋)進入澳門,同時這些旅客亦是澳門今月以來博彩收入的主要來源。而廣東宣布入境需隔離14天,意味博彩收入有機會跌至接近零。除非內地或廣東放寬關口管控措施,否則個人遊亦未似會重啟,令四月份賭收復甦變得接近不可能。

該行之前假設3月份博彩收入將按年收縮70-80%,而4月份跌幅將為50-60%,現時受廣東關口管控影響,料將有更多下行風險。摩通對全年預測未有轉變,因為仍未肯定措施會持續多久,強調情況未改變該行對行業盈利可持續性的估算及看法。(el/u) ~

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