港股異動 | 博彩股逆市大升,與廣東間的疫情隔離措施放鬆,澳門博彩總收入料受到提振
uSMART友信智投7月14日消息,今日恒指低開低走,但博彩股卻逆市上升。截至11:00,澳博控股升10%,博華太平洋升9.76%,永利澳門升7.3%,銀河娛樂升5.5%。
消息面上,澳門新型冠狀病毒感染應變協調中心13日宣佈,即日起,中國內地居民入境澳門不需作14天隔離醫學觀察。澳門特區政府公佈,自7月14日零時起,解除對曾到過湖北省人士進入娛樂場的限制措施。
同時,珠海市新型冠狀病毒肺炎疫情防控指揮部發佈最新通告,自7月15日上午6時起,對從粵澳口岸進入廣東省人員不再實行集中隔離14天醫學觀察。
彭博新聞社報導,花旗認為,澳門宣佈中國內地所有居民到訪不需14天觀察,且廣東省也對從澳門入境的人員不再實行集中14天觀察,這將有助於提振澳門博彩業總收入。
分析師George Choi等在報告中寫道,雖然個人和團體旅遊簽注尚未放開,但相信有一部分廣東省的訪客可以通過其他簽注進入澳門參與博彩。
如果最終廣東與澳門之間旅行限制完全解除,那麼博彩收入將會有極大增長。料國慶黃金周期間中國內地遊客安全的旅行目的地選擇有限,澳門可能會比往年更加受益。
花旗長期首選股維持金沙中國和銀河娛樂。
摩根大通分析師DS Kim在報告中表示,較為意外的是,上述放鬆措施沒有設置限額,預計從廣東來的需求能恢復到平常水準的70%,意味著澳門博彩業總收入可能會恢復到2019年水準的20%-25%。
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