《大行报告》大摩下调澳门今年赌收预测至按年跌75% 料8月赌收跌92%
摩根士丹利发表研究报告,指虽然广东省取消了对澳门返回当地游客的检疫要求,并自7月15日起恢复非旅游签证,但澳门7月份博彩收益按年下跌95%,日均博彩收益4,300万元澳门元。
该行将今年的博彩收益预测由跌60%,进一步下调至跌75%,以反映放宽旅游限制的步伐较预期慢,但同时仍有将其他省份8月中起恢复到澳门的非旅游签证,以及在今年余下时间逐步放宽的可能性纳入在内。该行对2021及2022年的博彩收益预测维持不变,料分别按年增长240%及20%。
现时,该行预期8月份赌收按年下跌92%,日均赌收为8,800万澳门元。虽然部分旅游限制放宽,但相信8月份赌收不会回复至3月份水平,这是因为个人游计划及旅行团的活动仍未恢复,而日均访澳旅客在过去数天仍按年下跌95%,每日仅约5,000人。再者,即使有任何放宽签证举动,都需要最少两周的时间让旅游活动复苏。
至於今年第三季的赌收预测则由原来的跌59%下调至跌92%,第四季预测由跌23%下调至跌52%。该行续预期贵宾厅的表现会在今年余下时间好过中场。
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