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大和:內地打擊賭業中介影響流動性 貴賓廳業務受累
格隆匯 09-18 14:15

大和總研發表研究報告指,內地近期重申打擊賭業中介,導致中介人對現金提取施加了新的限制,新舉動可能會嚴重影響流動性,或令澳門博彩貴賓廳業務進一步下跌。該行認為,以中場及高端中場業務為主的金沙中國(1928.HK)將優於其餘同行公司。

大和指,根據該行的估計,自8月26日以來,訪澳旅客量仍然疲弱,平均每日訪問量約為1.27萬名。此外,酒店預訂似乎也比預期疲弱,運營商指出,即使十一黃金週的房價沒有上升,酒店預訂率僅為50%。

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