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《大行报告》摩通料澳门8月及9月赌收跌85%及70%
阿思达克 08-03 10:04
摩通发表研究报告,指澳门7月赌收按年跌95%至13亿澳门元,反映日均赌收入4,300万澳门元,符预期。目前广东省与澳门的隔离限制措施自7月15日取消,但对赌场需求只有小帮助,因目前旅客签证仍然暂停,只有商务签证获批,但亦需时3-5周,预期8月中赌收才会有温和改善,特别是贵宾厅业务。

该行指,未来赌收要有明显复苏,需要解除旅客的签证限制,在现时预期,广东省旅游签证制会自8月尾回复,并於9月底扩至部份其他省份,及於第四季起分阶在广东以外其他省份逐渐恢复。

该行表示,预期8月和9月赌收分别按年跌85%及70%,至10月跌幅收窄至50%,并有利六大赌股录正数EBITDA。第四季预期赌收回复至2019年水平的55-60%,明年首季至85%,明年次季至90%,及至明年第三季恢复至100%。

该行又指,大部分投资者似乎认为赌收至2022年都不会回复至过去水平,称这是所谓「新常态」,但该行则认为在博彩方面会有积累需求等待发放,首选银娱(00027.HK)和新濠(00200.HK)。

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