富瑞:料春節長假澳門賭收會温和改善 偏好金沙中國(1928.HK)
富瑞發表研究報吿表示,澳門上週博彩毛收入為每日2.15億澳門元,賭收疲弱是預期之內。該行指,國內及香港的每日新增確診數字放緩,但國內仍有16個地區列為高風險地區,仍然需要28天的隔離檢疫,認為取消高風險地區將為行業的催化劑。該行維持對金沙集團及金沙中國(1928.HK)的偏好。
該行指,為期一週的春節長假期間,澳門博彩收入應會温和改善,將取決於旅行和檢疫限制的放寬,另外鑑於監管壓力不斷上升以及與新冠肺炎相關的影響,貴賓廳業務的復甦存高度不確定性。
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