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《大行報告》匯豐研究:澳門博彩業復甦需時 續看好新濠博亞及金沙中國
阿思達克 10-06 10:23
匯豐研究發表的報告指,黃金週澳門表現淡靜,首四天僅錄7.7萬名旅客,按年跌87.5%,而內地本地遊及旅遊收入已分別回復至去年78%及69%的水平。考慮到黃金週酒店預訂僅25%至35%,自8月重啟旅遊簽證以來賭客人均開支減少,該行估計賭收按年跌幅將持續達75%至80%,而9月份賭收按年跌幅則為90%,雖然重新開放予廣東旅客的簽證,但與8月份比較僅輕微好轉。根據該行的估算,考慮到中介人流動性問題,料中場表現將跑贏貴賓廳。

為鼓勵跨境旅遊,澳門政府已重新審視並打算將新冠肺炎測試的有效期由七日擴至十四日,該行留意到過去數天簽證申請亦有所增加,特別是來自北京,雖然需求似乎有所復甦,但認為過程仍然是漫長及漸進,博彩業復甦需時。

該行認為現時濠賭股估值不便宜,認為投資者應審慎選股,繼續看好新濠博亞(MLCO.US),認為其貴賓廳及高端中場定位有優勢,另外亦看好金沙中國(01928.HK),認為公司的新設施可捕捉需求。

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