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大和:維持對澳門博彩業的正面評級 看好金沙中國(1928.HK)
格隆匯 11-20 15:58

大和總研發表研究報告指,港澳旅遊氣泡實行或需要更多時間,香港到澳門隔離檢疫的條件是香港連續14天沒有本地感染個案,認為到年底實行的可能性很低,但仍有可能。該行維持對澳門博彩業的正面評級,繼續偏好新濠博亞和金沙中國(1928.HK),並建議投資者累積相關股票。

大和認為,可能要等到明年首季才能實行港澳旅遊氣泡,不過即使形成了旅行氣泡,核酸檢測要求亦是一個阻礙因素。該行指,一旦香港達到低風險狀態,相信將帶動來自非廣東一線和二線大陸城市的訪澳量增加,又認為高端市場的表現將較優。

大和指,澳門2021年施政報告中指,將在明年重新頒發博彩牌照,又計劃在第一季度開始修訂博彩法律,並在第四季度完成,然後再提交最終定稿。大和建議投資者應關注內地對核酸檢測的任何放寬,將其作為賭收恢復的主要指標。

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