《大行报告》汇丰研究:澳门博彩业复苏需时 续看好新濠博亚及金沙中国
汇丰研究发表的报告指,黄金周澳门表现淡静,首四天仅录7.7万名旅客,按年跌87.5%,而内地本地游及旅游收入已分别回复至去年78%及69%的水平。考虑到黄金周酒店预订仅25%至35%,自8月重启旅游签证以来赌客人均开支减少,该行估计赌收按年跌幅将持续达75%至80%,而9月份赌收按年跌幅则为90%,虽然重新开放予广东旅客的签证,但与8月份比较仅轻微好转。根据该行的估算,考虑到中介人流动性问题,料中场表现将跑赢贵宾厅。
为鼓励跨境旅游,澳门政府已重新审视并打算将新冠肺炎测试的有效期由七日扩至十四日,该行留意到过去数天签证申请亦有所增加,特别是来自北京,虽然需求似乎有所复苏,但认为过程仍然是漫长及渐进,博彩业复苏需时。
该行认为现时濠赌股估值不便宜,认为投资者应审慎选股,继续看好新濠博亚(MLCO.US),认为其贵宾厅及高端中场定位有优势,另外亦看好金沙中国(01928.HK),认为公司的新设施可捕捉需求。
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