《大行报告》瑞银料内地短期内有机会放宽澳门电子签证及旅行团安排 对濠赌股正面
瑞银发表研究报告,指澳门过去7日日均赌收为2.72亿澳门元,虽然贵宾厅赢率较低,但仍较3月份首七天日均赌收2.57亿元,以及较2月日均赌收2.61亿元为高。
该行指,赌收持续改善,相信与访客量相关。於过去7天,日均访客量为2.5万人,高於本月首周日均客量2.1万,及2月的日均1.5万人,主因内地疫情缓和。澳门政府正寻求中央重启自由行签证,以及旅行团,预期有关新闻即将公布。整个行业现价为2022年EV/EBITDA预测12.7倍,大致符合历史平均值。该行看好澳门濠赌股,其中金沙中国(01928.HK)、永利澳门(01128.HK)、新濠博亚娱乐及新濠国际(00200.HK)为行业首选。
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