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麦格理:澳门9月次周日均赌收改善至1.14亿澳门元 首选金沙(01928.HK)
阿思达克 09-15 09:40
麦格理发表研究报告,指澳门在9月7至13日次周,日均赌收录约1.14亿元澳门元(下同),较9月1至6日的日均赌收约8,300万元有改善,其中中场趋势见改善,贵宾厅赢率亦见增长。本月至今,中场赌收按年跌88%至90%,而贵宾厅则跌90%至92%,贵宾厅赢率改善至介乎3.2%至3.3%。

该行指出,9月9日的访客量达1.64万人见多月新高,按日增12%,是自1月底以来的最高单日纪录,预期在未来数周来自广东的访客量持续增长,因8月26日起重办签证後,录得更多申请。

麦格理表示,在假设上周广东客占整体赌收贡献为100%的情况下,相信有关地区赌收恢复达43%。市场预期澳门第四季赌收有望恢复50%,至日均收入录约4亿元,而上述数字相信是较保守预期。

该行又指出,其他城市的签证将於9月23日起可以复办,预期可以提升10月份首两周的访客数字,虽然未能完全捉紧黄金周的机会,但该行认为,大湾区以外城市签证申请所遇到的瓶颈亦较少。

麦格理补充,重申对澳门赌业的正而看法,自内地恢复审批签证後,访澳旅客及赌收在下半年开始正常化。该行料中埸赌收趋势将跑赢市场的低预期,但对贵宾厅存在忧虑,首选金沙中国(01928.HK)。

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