大和:維持對博彩行業正面評級,看好銀河娛樂
大和發表研究報吿稱,內地與澳門之間嚴格的入境限制繼續對澳門總博彩收入造成負面影響,本月首22日的日均賭收為1.27億澳門元。該行維持對5月日均賭收的預測,即介乎1.1億至1.3億澳門元。
該行指,與旅遊相關的入境人數在月初急跌後,現時有所回升,但仍維持原有觀點,即確診個案跌至“接近零”的水平或政策出現轉變之前,相信不太可能出現實質性的通關催化劑。
另外,關於博彩法,澳門立法會第二常設委員會主席陳澤武早前稱,預期可在6月10日之前審議完成,然後將提交立法會全體大會表決。
該行認為,政策方面的積極發展或可平衡賭收方面較差的市場情緒,繼續對澳門博彩業持建設性的態度,維持對行業“正面”評級。在疫情持續下,建議投資者選擇資產負債表強勁的股份,看好銀河娛樂(0027.HK)。
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