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大和:澳門博彩行業前景正面 首選銀娛及金沙中國

大和發表研究報吿指,澳門和珠海重新放寬通關,兩地往來可以憑7天內有效的新冠核酸檢測證明通關,無需隔離。該行重申澳門博彩行業前景正面,又認為該行業正處於超賣,建議投資者買入具有質量的澳門博彩股,予所有已覆蓋股票“買入”評級。該行首選為銀河娛樂(0027.HK)及金沙中國(1928.HK)。

該行指,澳門博彩總收入(GGR)在廣東及附近省份的旅客支持下,11月趨勢保持穩定,11月12至18日單日的訪澳旅客量達26655萬人次,該行維持11月日均賭收預測為2.4億至2.6億元澳門元。該行相信,中國北部的新冠病例激增將在短期內對優質中場GGR構成壓力。然而,該行預計澳門和珠海之間進一步放寬核酸檢測,將促進內地旅客在今年剩餘時間內逐步提高賭收,併為明年的行業奠定堅實的基礎。

對於澳門計劃擴大遊客來源的範圍,該行相信,澳門和中國內地將加強合作,在內地滲透率低的省或市舉辦更多如澳門周的宣傳活動。同時,該行預計,澳門恢復旅行團簽證或會令明年的訪客量和賭收勝於預期。

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