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傑富瑞:料澳門十一黃金週賭收按年顯著上升

傑富瑞發表報吿表示,澳門博彩行業持續復甦從消息面上影響正面,估計在今年十月黃金週可令澳門賭業持續回升,該行目前並無改變對博彩股的喜好,重申看好包括金沙中國(1928.HK),因估值相對低廉。

該行指據行業渠道瞭解,澳門9月首五天的日均博彩收入為2.5億澳門元,見收入持續改善,貴賓廳收入按月高出85%至90%,中場賭收亦按月高出60%。對比截至8月15日止一週,日均賭收僅7,900萬澳門元(近期賭收低點),因疫情曾令當局收緊過境限制。

傑富瑞表示,將密切關注廣東省無症狀感染者病例及內地能否持續錄得新冠本土零確診,此將會影響澳門十一黃金週的情況。該行估計澳門今年黃金週賭收將會顯著高於去年(去年黃金週的日均賭收2.79億澳門元,當時曾受到內地過境限制影響)。

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