《大行報告》瑞信:澳門續面對結構性挑戰 料好消息能帶動投資情緒
瑞信發表報告指,澳門博彩業續面對結構性挑戰,但好消息如10月黃金周、中共「二十大」召開和11月賭牌競投結果,將提振市場情緒。該行看好金沙中國(01928.HK)和銀河娛樂(00027.HK)。
瑞信指,澳門恢復內地電子簽注,預計最快11月可復辦內地赴澳門旅行團。澳門政府預計每日入境人次將增加一倍至4萬人次。該行認為,如果目前的放寬政策能夠順利進行,未來會有更多漸進式的支持性措施出台。由於市場早已預計第四季的賭收會有一定程度的正常化,因此,目前不認為市場對濠賭股預測會有重大變化。
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