《大行报告》瑞信:澳门1月赌收轻微优预期 料2月赌收或令人失望
瑞信发表研究报告,指澳门1月份博彩收入按年跌64%至约80亿澳门元(下同),略胜该行及市场预期跌67%。由於贵宾厅投注额较低,贵宾厅中介人赢率介乎3.4%至3.6%高於正常水平。计及赢率因素,澳门1月日均赌收2.59亿元,大致与12月持平。
该行指,1月贵宾厅赌收按年跌70%,中场赌收则按年跌60%,续留意到需求主要由高端中场所带动。不过,瑞信近期发现,不少贵宾厅或高端中场客户均取消农历年假期到访澳门之行程,因未能取得签证,或不希望从澳门返回内地後需要隔离,有中介人预期春节高峰期贵宾厅投注额将较去年10月黄金周时低20%。
该行又指出,预期2月份的数字或会令人失望,因内地政府指不支持跨省、跨市旅行,而即使以春节高峰期间日均收入2.8亿元,另2月其他日子以2.6亿元计算,料2月份赌收(日均料2.65亿元)亦只轻微高於1月份水平。
该行重申对行业审慎的看法,目前形势(资金流入缓慢、签证政策利淡、情绪影响)对贵宾厅和高端中场造成困难;虽然长远维持看好,但目前市场对复苏步伐或仍过於乐观。
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