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《大行報告》大和料澳門於十一黃金周前再放寬關口措施機會較低 指對濠賭股宜保持耐心
大和發表研報指,根據最新調查數據所得,截至9月18日止澳門當月平均每日博彩收入為約8,600萬澳門元,達到第三季預測的下限。 該行指出,現時復甦步伐仍然緩慢,雖然每日入境旅客量重回至約2萬人水平,但審視澳門政府最新邊境防疫政策後,預計從現時至到十月黃金周期間出現任何進一步的實質性放鬆的機會較低。 大和維持9月博彩總收入預測,預期每日賭收將達到9,000萬至1.1億澳門元,建議投資者保持耐心及持審慎態度,直到政策有所放鬆為止,首選維持仍然是銀河娛樂(00027.HK)及金沙中國(01928.HK),同予「買入」評級。
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