《大行報告》大和維持澳門6月日均賭收1.7億至1.9億澳門元預測 重申對行業正面看法
大和發表報告指,澳門特區政府宣布自6月2日起自廣東入境的人士持有核酸檢測陰性證明的有效期,將由72小時放寬至7日,目前為止相關措施對澳門博彩總收入的影響微乎其微,相比5月份僅出現輕微改善。
截至6月5日,本月至今澳門賭收達到1.2億澳門元。該行表示,預期6月份旅客入境量及賭收都將逐步改善,因此維持6月日均博彩收入將達到1.7億至1.9億澳門元的預測,相信若內地疫情緩和,未來幾個月行業基本面可能會繼續逐步改善。
惟該行指出,行業基本面可能需要更多時間才能出現重大改善,預計近期可受惠中國市場重新開放的積極情緒,重申對澳門博彩行業的正面看法,並建議投資者留意以中場業務為中心的博彩營運商,包括金沙中國(01928.HK),予「買入」評級。
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