麥格理:濠賭股近期疲弱提供買入機會 看好金沙中國及新濠
麥格理髮表研究報告,重新調整澳門黃金週賭收預期。9月暫時的總博彩收入令人失望,訪客量雖增加10%,惟上週總博彩收入按周持平至略為下跌,引發市場對限制性資本流動的憂慮。
該行表示,會將重點放在今年第四季餘下時間的賭收前景,黃金週只佔第四季賭收10至15%。該行預計,非廣東旅客的賭收增長速度較廣東快,廣東旅客賭收僅恢復約35%。
雖然黃金週前景差,但該行認為近期濠賭股股價疲弱是一個買入機會。基於對中場的看法維持正面,較看好金沙中國(1928.HK)及新濠。
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