港股濠賭股飄紅靠前！澳門博彩業復甦進程或加快
6月4日，港股市場上，濠賭板塊漲勢靠前，其中，新濠國際發展、永利澳門漲超5%，金沙中國有限公司漲超4%，美高梅中國、銀河娛樂、澳博控股等個股明顯拉昇。
來源於：富途牛牛
而這一漲勢除了受由“地攤經濟”概念帶動消費股的熱風之外，主要還是在於市場對博彩板塊後市表現抱有一定的積極情緒。
根據澳門博監局公佈的數據，5月份澳門賭收為17.64億澳門元，較4月的7.54億元上升133%，而按年則下跌93.2%，但高於預期（下降95.0%）；且日均賭收約為5,700萬元，較上月增逾一倍。
除此之外，此前澳門旅遊發展委員會舉行了2020年第一次全會會議，澳門特區政府旅遊局在會上介紹了澳門旅遊復甦計劃。這一復甦計劃將分為三個階段進行，第一階段啟動支持澳門本地業界及海內外預熱宣傳計劃；第二階段將根據疫情的發展，在部分地區的出入境政策恢復後展開宣傳工作，向過夜旅客提供免費半天遊；第三階段視國際市場的恢復情況制定復甦預案，重點推出對航空、海運、跨境陸路巴士等交通網絡上的優惠措施。
此外，目前該部門也在與旅遊業界溝通，構思澳門本地遊和橫琴遊，助力提振經濟。
高盛日前發表研究報告稱，在澳門有望未來數月內逐步取消旅遊限制等情況之下，繼續看好澳門博彩業。
大摩指出，基於貴賓廳收入的增加，5月份澳門賭收好於預期。而行業股價年初至今的表現與恆指大致同步，相信隨着限制在未來數週放寬，濠賭股會開始跑贏大市。
美銀證券認為，4月份到訪澳門的旅客同比下滑99.7%，跌幅與3月比較有所擴大，主要是因為針對香港及國內旅客的旅遊禁令自3月25日開始，而該行相信5月訪澳旅客跌幅有望收窄，因為邊境正準備恢復正常，而現時亦已容許居住於珠海但在澳門工作及讀書的工人和學生過境。同時，該行認為澳門博彩股現價相當於2021年EV/EBITDA約11.1倍，估值具有一定的吸引力，較長期平均值低約16%，長遠而言行業可繼續復甦，其估值有望獲得重估。
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