富瑞:澳門博彩復甦取決於進一步放寬檢疫措施 看好金沙中國
富瑞發表研究報吿指,澳門博彩總收入仍在區間內,下一階段的復甦取決於進一步放寬衞生檢疫措施,但時間表仍是未知。該行繼續看好拉斯維加斯金沙集團及金沙中國(1928.HK)。
該行指,根據行業數據,4月前六天的博彩總收入為每天2.5億澳門元,雖然有關數據已包括復活節及清明假期,但為農曆年後每日賭收2.46億至3.07億澳門元的下限,目前澳門相關股份的估值,已反映了預期的市場復甦,基於現有的健康檢疫,只針對中國內地遊客實行無隔離措施,預期市場會逐步復甦。該行認為,復甦的下一階段將取決於出行的便利性,其中包括電子IVS或取消內地入境的陰性核酸證明書要求,或取消對香港和台灣人士14天的集中隔離措施。
富瑞表示,拉斯維加斯金沙集團在復甦不確定性下一直是較保守的選擇。從美國的角度來看,該行將繼續考慮在美國區域市場和拉斯維加斯實現更快的恢復,而數碼投注仍在繼續激增,亦有利於美高梅。
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