《大行報告》瑞信:香港放寬入境檢疫 看好國泰(00293.HK)、友邦(01299.HK)及保誠(02378.HK)
本港今日(26日)起進一步放寬入境檢疫措施。瑞信發表研究報告指,隨著本港計劃在11月舉辦金融論壇和七人制橄欖球錦標賽,放寬政策將吸引到海外旅客,並刺激本地市民對出境旅遊的壓抑需求。該行認為,國泰航空(00293.HK)最有能力抓住香港航空需求復甦的利好因素,而友邦保險(01299.HK)及保誠(02378.HK)的氣氛將有所提振,但對實際財務影響將會有限。另外,澳門賭場或受惠於近期的利好消息,看好金沙中國(01928.HK)和銀娛(00027.HK)。
該行提到,澳門在爭取11月恢復與內地通關及跟團旅遊上取得良好進展。另一方面,香港在與內地和澳門的免隔離重新連接方面仍面臨挑戰,這要取決於中國的新冠病毒遏制戰略及需要更長時間。
該行預計,在10月中旬的中共二十大之後,當局對進一步通關更有信心,限制亦會逐步放鬆。 目前,自9月13日起,深圳對香港入境人員的每日檢疫配額已減少一半至1,000人。
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