《大行報告》瑞信:澳門11月賭收符預期 但認為市場對行業復蘇過度樂觀
瑞信發表報告指,澳門博監局公布11月賭收按年下跌71%至67億澳門元,符合市場預期。雖然內地已開放全國往澳門個人遊簽證兩個月,但行業賭收僅由10月的下跌73%輕微改善。
該行表示,行業11月的日均賭收為2.25億澳門元,為去年水平的30%,較10月的28%稍有改善。根據該行調查,簽證並不如早前的順暢,自助機器亦未重開。同時,賭客支出也較低,中場場主相信是由於資本限制及財務實力減弱造成。
瑞信重申對澳門博彩業的審慎看法,稱雖然對澳門較長期的看法仍然正面,但相信市場或對行業復甦過度樂觀,並忽視了數個結構性因素,包括跨境賭博活動的法規收緊,及貴賓廳系統轉弱。
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