富瑞:恢復珠海居民赴澳旅遊簽註有助博彩業復甦 首選金沙中國
富瑞發表研究報告指,澳門政府宣佈珠海將成為首個可發出訪澳旅遊簽註的城市,該行相信這是澳門賭博彩收入復甦的一大步,將會有更多城市跟隨,這比該行預期更快,料澳門博彩行業將有正面反應。該行維持其首選金沙集團及金沙中國(1928.HK)。
該行認為,內地自由行及團體旅遊簽註過去分別佔內地訪澳旅客量的47%及23%,亦是博彩收入的主要驅動因素。該行相信,是次重新簽發旅遊簽註,將好像早前廣東省放寬強制隔離檢疫的措施一樣逐步放寬。
該行指出,繼連續4個月錄得博彩毛收入按年下跌逾90%後,8月份首9日的賭收每日只有3300萬澳門元,對比去年同期為7.83億澳門元,反映即使放寬強制隔離檢疫措施都對博彩業無幫助,更凸顯自由行簽註的重要性。
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