高盛:澳門11月賭收大致符預期 料濠賭股近期更加波動
高盛發表研究報告,稱澳門11月總博彩收入按年跌71%至67億澳門元(下同),大致符合該行及市場預期。這意味上週的日均賭收為2.49億元,為去年約30%的水平,較10月初約2億元略為改善。
該行之前的報告提到,澳門總博彩收入有15%來自香港賭客,有15至20%來自中國長途旅客,行程中會到香港及澳門,但現時港澳關口仍未恢復。另外,目前仍需提供核酸檢測證明、自助辦理個人遊服務暫停等,其他人亦難以到澳門。
澳門政府預計明年的總博彩收入為1300億元,即2019年的44%,有分析認為是負面訊號,暗示政府明年不會在政策方面有太大放寬,總博彩收入不會大幅改善,但該行不會作太多解讀,因為過去幾年預測與實際的數字相差很大。
該行估計澳門濠賭股近期股價會更波動,但未來12個月仍有上升空間,因限制人流措施會放寬,香港亦會重開關口,只是時間問題,目前仍未有明確時間。該行對澳博(0880.HK)、銀河娛樂(0027.HK)、金沙中國(1928.HK)及新濠博亞的評級均為買入。
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