高盛:澳門5月賭收重返正軌 看好澳博控股等股
高盛發表研究報吿指,澳門今年5月博彩總收入錄104億澳門元,與2019年同期比較下降60%,亦較3月及4月錄得改善,在五一黃金週後,澳門的每日博彩總收入在過3至4星期正重返正軌至每日錄2.81億澳門元的收入,對中場業務較大規模的濠賭股,如澳博控股、金沙中國、銀河娛樂及新濠博亞娛樂等,維持買入評級。
高盛表示,中國居民在澳門的旅遊簽證限制將使澳門的博彩總收入較為波動,亦料相關的波動將會持續,直至有催化劑如更廣泛的旅遊限制放寬或香港重新開放等,以增加旅客人數,亦指最近數週,廣東主要在廣州市,錄得新冠肺炎確診個案,若相關情況惡化,將會影響市場復甦步伐。
高盛續指,歷史數據顯示,在非高峯期投資澳門股票普遍將會帶來更高回報,只要基本因素沒有惡化。
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