《大行報告》美銀證券對黃金周訪澳旅客預期仍低 指僅47%受訪者願因旅程接受新冠測試
美銀證券發表報告,澳門8月到訪旅客按年下滑93.7%,優於7月97.9%的跌幅,相信是澳門與廣東省九個城市自8月15日起放寬旅遊限制(要求14天隔離措施)所致,而內地明天(23日)起逐步放寬到澳門的個人遊簽注。
但該行認為,由個人遊簽注許可證只能通過親自到指定地點辦理,而不是疫情前的只需在自助機申請,因此要多花時間才可完成個人遊簽注。此外,對需辦理新冠測試結果才可前往,或會令部份旅客卻步,據該行8月調查,僅47%的受訪者願意因此次旅程接受新冠測試。
美銀證券對十一黃金周訪澳旅客的預期仍較低,雖然澳門博彩營商料行業會逐漸恢復,與復蘇初期相比,該業務現已較復蘇初期反彈30%。然而,澳門旅遊局料黃金周的入境旅客量,可能僅比目前水平僅輕微改善。同時,澳門行政長官表示儘管個人遊計劃已逐步恢復,但很難估計今年下半年博彩總收入回升情況。此外,澳門機場將於9月23日開始實施客流管理,以降低新冠疫情的風險管理。
該行稱,對濠賭股持建設性的看法,目前行業估值僅預測明年內含價值對EBITDA的12.6倍,低於長期平均的標準差5%,料隨著未來數月賭收改善,行業可迎來重估機會。
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