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瑞信:料9月澳門賭收按年跌約90% 料V形反彈不會出現
格隆匯 09-22 16:48

瑞信發表研究報告指,預期今年9月博彩總收入按年下跌約90%,儘管更多地區的“個人遊”將於9月23日開放,但並不預期9月博彩總收入出現V形反彈。該行重申對濠賭股的審慎立場,認為股價短期有風險。

瑞信認為監管機構收緊對博彩活動的監管,並非針對澳門,而是要維持內地金融穩定,而北京監管機構以大數據阻止部分賭客入境,亦有部分地區政府要求回境的旅客進行14天的隔離,部分賭客亦未能攜帶金錢入境等因素,均對澳門博彩總收入造成影響,相信博彩總收入難以在10月或11月出現具意義的復甦,預測10月黃金週澳門賭收表現難見起色,估計仍將按年下跌70-75%。

瑞信對部分濠賭股的評級及目標價見下表:

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