《大行報告》大摩:澳門博彩股短期面臨下行風險 疫情將影響8月旅客及賭收
摩根士丹利發表的報告表示,澳門近日出現新冠確診個案後宣布進入即時預防狀態,並指社區傳播會有較高風險,而昨日(3日)下午3時半起澳門所有離境人士需要出示24小時內的陰性檢測證明。
該行認為有關事件將影響澳門今年8月訪客表現,而7月份內地客按月增50%(達2019年的27%水平),並認為疫情會對澳門博彩收入帶來負面影響,指澳門博彩股短期面臨下行風險。該行估計澳門8月份賭收將維持按月平穩,並相當於2019年的37%水平,不過若內地疫情惡化及封城持續,估計澳門博彩數字或轉弱。(el/w) ~
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