大和:澳門博彩業前景正面,看好金沙中國等股
大和發表研究報吿表示,澳門博彩總收入(GGR)自邊境限制放寬以來迅速反彈,本月至今平均每日費率為2.58億澳門元,又預期可能很快逐步放鬆邊境,該行維持9月每日賭收介乎2.6至2.8億元水平。該行認為澳門博彩業前景正面,建議開始收集具有質素的澳門濠賭股,看好金沙中國(1928.HK)、新濠博亞娛樂及銀河娛樂(0027.HK),分別予買入、買入及優於大市評級。
大和指,澳門與內地邊境管制的放寬產生即時影響,截至9月,每日GGR已恢復到今年第一季的水平。澳門旅遊局的數據顯示,澳門的每日遊客量略為恢復,9月10日的遊客人數為31829人次,是自7月以來首次超過3萬人次。該行預計,GGR和訪客量將在10月黃金週之前延續目前的上升趨勢。
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