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富瑞:澳門4月賭收遜預期 5月或放寬入境簽證限制
格隆匯 05-04 16:20

富瑞發表研究報告指,澳門4月份博彩毛收入按年大跌97%至7.54億元(澳門元,下同),即每天2500萬元,遜於早前預期。該行認為,入境簽證限制或在5月有所放寬,因此可能會引起市場的中性反應,而最重要的近期催化劑將是中國政府放寬對廣東省的14天檢疫措施。該行指,仍然較為看好拉斯維加斯金沙集團及金沙中國(1928.HK)

該行指,由於4月份的賭收疲弱,認為市場將愈來愈關注潛在的旅行和簽證限制放寬,美高梅(2282.HK)於首季業績電話會議指夏季將有“有意義的復升”,而拉斯維加斯金沙集團也發表了類似的積極評論,並指出廣東可能是5月中旬之前放寬港澳個人遊簽註的省份。

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