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瑞銀:料澳門6月及暑期賭收受疫情影響 行業首選金沙永利等

瑞銀髮表研究報吿指,根據在地渠道數據顯示,澳門6月份首周日均賭收為2.25億元(澳門元,下同),較5月份的日均3.37億元低33%,較4月份日均2.8億元低20%;日均訪澳旅客量亦按周跌23%至約2萬人次。該行指,廣東省爆發變種新冠肺炎,因此收緊部份旅遊限制,廣東省正進行大規模檢測,預期短期內情況將持續。

瑞銀指,澳門6月份及暑期賭收將受邊境限制收緊所影響,濠賭版塊現時估值低於歷史平均值,維持對行業的“正面”立場,首選股為金沙中國(1928.HK)、永利澳門(1128.HK)、新濠博亞及新濠國際發展(0200.HK)。

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