《大行報告》摩通料澳門8月及9月賭收跌85%及70%
摩通發表研究報告,指澳門7月賭收按年跌95%至13億澳門元,反映日均賭收入4,300萬澳門元,符預期。目前廣東省與澳門的隔離限制措施自7月15日取消,但對賭場需求只有小幫助,因目前旅客簽證仍然暫停,只有商務簽證獲批,但亦需時3-5周,預期8月中賭收才會有溫和改善,特別是貴賓廳業務。
該行指,未來賭收要有明顯復甦,需要解除旅客的簽證限制,在現時預期,廣東省旅遊簽證制會自8月尾回復,並於9月底擴至部份其他省份,及於第四季起分階在廣東以外其他省份逐漸恢復。
該行表示,預期8月和9月賭收分別按年跌85%及70%,至10月跌幅收窄至50%,並有利六大賭股錄正數EBITDA。第四季預期賭收回復至2019年水平的55-60%,明年首季至85%,明年次季至90%,及至明年第三季恢復至100%。
該行又指,大部分投資者似乎認為賭收至2022年都不會回復至過去水平,稱這是所謂「新常態」,但該行則認為在博彩方面會有積累需求等待發放,首選銀娛(00027.HK)和新濠(00200.HK)。
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