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《大行报告》摩通:内地放宽澳门自由行签注 料第四季赌收可恢复至去年同期60%
阿思达克 08-12 08:42
内地公布恢复澳门自由行签注时间表,将於8月26日起广东省公安机关出入境管理部门恢复办理广东省居民赴澳门旅游签注;全国公安机关出入境管理部门将於9月23日起恢复办理内地居民赴澳门旅游签注。摩根大通发表报告表示,基於上述放宽旅游/边境措施,料澳门今年8月赌收按年跌85%、9月赌收按年跌70%。

摩通之前估计澳门今年第四季博彩毛收入应可回复至去年同期的60%,2021年首季回复2019年的85%,2021年第二季回复至2019年的90%,至2021年第三季赌收回复至以往100%水平,该行现在认为有关预期似乎略为保守。该行指,在濠赌股中喜爱银河娱乐(00027.HK)及新濠国际(00200.HK)。

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