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《大行报告》美银证券对黄金周访澳旅客预期仍低 指仅47%受访者愿因旅程接受新冠测试
阿思达克 09-22 11:26
美银证券发表报告,澳门8月到访旅客按年下滑93.7%,优於7月97.9%的跌幅,相信是澳门与广东省九个城市自8月15日起放宽旅游限制(要求14天隔离措施)所致,而内地明天(23日)起逐步放宽到澳门的个人游签注。

但该行认为,由个人游签注许可证只能通过亲自到指定地点办理,而不是疫情前的只需在自助机申请,因此要多花时间才可完成个人游签注。此外,对需办理新冠测试结果才可前往,或会令部份旅客却步,据该行8月调查,仅47%的受访者愿意因此次旅程接受新冠测试。

美银证券对十一黄金周访澳旅客的预期仍较低,虽然澳门博彩营商料行业会逐渐恢复,与复苏初期相比,该业务现已较复苏初期反弹30%。然而,澳门旅游局料黄金周的入境旅客量,可能仅比目前水平仅轻微改善。同时,澳门行政长官表示尽管个人游计划已逐步恢复,但很难估计今年下半年博彩总收入回升情况。此外,澳门机场将於9月23日开始实施客流管理,以降低新冠疫情的风险管理。

该行称,对濠赌股持建设性的看法,目前行业估值仅预测明年内含价值对EBITDA的12.6倍,低於长期平均的标准差5%,料随着未来数月赌收改善,行业可迎来重估机会。

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