麥格理:澳門9月次周日均賭收改善至1.14億澳門元 首選金沙(01928.HK)
麥格理發表研究報告,指澳門在9月7至13日次周,日均賭收錄約1.14億元澳門元(下同),較9月1至6日的日均賭收約8,300萬元有改善,其中中場趨勢見改善,貴賓廳贏率亦見增長。本月至今,中場賭收按年跌88%至90%,而貴賓廳則跌90%至92%,貴賓廳贏率改善至介乎3.2%至3.3%。
該行指出,9月9日的訪客量達1.64萬人見多月新高,按日增12%,是自1月底以來的最高單日紀錄,預期在未來數周來自廣東的訪客量持續增長,因8月26日起重辦簽證後,錄得更多申請。
麥格理表示,在假設上周廣東客佔整體賭收貢獻為100%的情況下,相信有關地區賭收恢復達43%。市場預期澳門第四季賭收有望恢復50%,至日均收入錄約4億元,而上述數字相信是較保守預期。
該行又指出,其他城市的簽證將於9月23日起可以復辦,預期可以提升10月份首兩周的訪客數字,雖然未能完全捉緊黃金周的機會,但該行認為,大灣區以外城市簽證申請所遇到的瓶頸亦較少。
麥格理補充,重申對澳門賭業的正而看法,自內地恢復審批簽證後,訪澳旅客及賭收在下半年開始正常化。該行料中埸賭收趨勢將跑贏市場的低預期,但對貴賓廳存在憂慮,首選金沙中國(01928.HK)。
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