《大行报告》摩通:澳门放宽进赌场免查核酸料影响正面 首选澳博及金沙中国
摩根大通发表研报指,澳门当局放宽进入赌场的防疫限制,自3月3日起进入娱乐场所无须再出示核酸检测阴性证明,考虑到入境澳门的防疫要求不变,预期对澳门旅客入境数量无影响。
该行预期,措施有助提振澳门赌场本地客到访量,但疫情前本地客占博彩收入仅数个百分点。摩通表示,内地早前撤除高风险地区的部分防疫措施,憧憬北京及澳门当局将陆续放宽更多限制,认为影响正面。
摩通指,虽然濠赌股近期有所反弹,但行业估值仍略低於历史水平的13倍,随着业务至2022年恢复正常,预期行业有足够上升空间,首选澳博(00880.HK)及金沙中国(01928.HK),其次为永利澳门(01128.HK)和新濠国际(00200.HK),再後为银河娱乐(00027.HK)及美高梅中国(02282.HK),均予「增持」评级。
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