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《大行报告》高盛上调濠赌股目标价 料澳门今年赌收逾258亿美元
阿思达克 01-12 15:09
高盛发表研究报告指,自澳门复批自由行签证已过3个月,赌收持续温和复苏,跌幅由8月及9月的95%及90%,收窄至12月66%,累计去年全年赌收跌79%至75亿美元。日均旅客量亦由9月的1万人升至最近的2.3至2.6万人。考虑到香港目前仍然封关,而过去香港占旅客量的三分一,目前赌收一半来自非香港相关的数字已回归,主要来自高端中场(回复到之前一年45%-50%),其次是低端中场(回复约40%),之後是贵宾厅(回复约20%-25%)。

该行指,目前客量较预期为低,在政府仍强调以控制疫情为主的情况下,预期直至疫苗有效前,旅游限制不会完全解除,意味着旅客复苏仍需时。赌收料有较快速复苏,因目前访客均为核心赌客,而在其他国家开放前,澳门将是内地客唯一可以参与赌博的地方。

该行目前预期今年赌收258.93亿美元,较2019年水平低28%,料明年行业才可回复至360亿美元的水平,对行业维持乐观,重申对澳博(00880.HK)「买入」(确信名单)评级,银娱(00027.HK)、金沙(01928.HK)、新濠同样给予「买入」评级,永利(01128.HK)、美高梅(02282.HK)评级则维持「中性」。

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