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《大行報告》匯豐研究:內地長途旅行需求回升 料利好濠賭業 籲買金沙(01928.HK)
阿思達克 06-08 12:18
匯豐環球研究近日發表報告,據了解澳門6月首五天(其中三天屬端午節假期)博彩收入達6億澳門元,即日均博彩收益1.2億澳門元,較此前一周6,000萬澳門元為高。該行指澳門在為期三天的端午節期間平均每日旅客的訪問量為逾2.3萬人次,對比2022年清明節為1.3萬人次,2022年5月黃金周為逾2.7萬人次。基於今年6月7日至8日中國全國高考前的淡季可能會部分抵銷需求,並指端午節假期旅客數據給予業界對暑假檔期的希望。 該行認為內地對澳門長途旅行需求有回升跡象,長途旅行開始出現一些復甦的跡象。據攜程數據顯示,端午節期間長途出行需求增加,跨省旅遊團人數較2022年清明節、2022年5月黃金周三天各增長20%及10%。中國當局於5月31日放寬了對跨省團體旅遊的限制,將「具有高或中疫情風險的限制旅遊區」縮小到特定縣而不是整個省,雖然前往澳門的團體旅遊尚未恢復,而且澳門可能會因內地旅客簽證限制增添了不確定性,但隨著內地疫情改善,恢復長途旅行的需求,相信對澳門仍是一個良好發展。而該行亦追蹤的廣州和深圳的簽證受理率,繼續顯示出訪澳門的需求不斷改善。 匯豐環球研究表示,持續看好金沙中國(01928.HK),維持「買入」評級及目標價21.5元,指估值水平顯示其風險與回報比率吸引。
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