《大行報告》高盛:澳門迎內地首先放寬廣東旅客限制 料本季賭收跌幅可收窄至60%
就珠海市政府公布放寬從澳門入境廣東省集中隔離14天醫學觀察要求,旅客可持檢疫健康碼可進入9個大灣區市包括廣州、深圳、珠海、佛山、惠州、東莞、中山、江門及肇慶,並將在明天(15日)起實施,高盛發表報告表示,今次珠海市向澳門放寬集中隔離14天醫學觀察限制令人感到意外,因香港同時因疫情進一步推收緊措施,顯示澳門及香港因應自身疫情而採取不同的檢疫通關限制,而澳門其中五成勞工均從事博彩業。
該行認為,今次是澳門未來逐步放寬檢疫措施的第一步,內地首先放寬廣東省旅客的入境限制。該行料澳門今年第三季賭收按年跌幅會收窄至60%(對比第二季跌96%),料今年第四季可錄正增長6%,估計2020年全年賭收將跌53%,料澳門明年賭收可復蘇至339億美元,較2019年360億美元仍低出6%。
高盛表示,濠賭股近月股價調整12%後,目前估值相當預測明年企業價值對EBITDA的10.7倍,對比中期周期的13倍。該行料濠賭股復蘇需時,當見正面催化劑將有助市場重估,該行建議買入永利澳門(01128.HK)及新濠博亞,因公司在貴賓廳及優越中場佔比較高,該行同時建議買入澳博控股(00880.HK)及銀娛(00027.HK),因未來會有新項目落成。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.