《大行報告》美銀證券維持看好澳門博彩股 偏好銀娛(00027.HK)及新濠博亞(MLCO.US)
美銀證券發表報告指,對於澳門公布在11月向內地恢復個人電子簽證安排及旅行團,該行相信,此舉已是等待已久的重要一步,料可以推動澳門博彩收入及旅行團,以提高訪澳人次。
該行指,今年9月份到訪澳門人次持續上升,上周五(23日)單日訪客逾2.6萬人次,自6月18日以來的最高,預料9月份澳門總博彩收入達24億至27億澳門元,並相信最新的電子簽證安排可推動明年初的月均總博彩收入增幅超於去年5月份的水平。
該行表示,持續看好澳門博彩股,相信澳門政府批出賭牌及邊境重開均有利賭股於第四季跑贏大市,在澳門博彩股中,偏好銀娛(00027.HK)及新濠博亞(MLCO.US)。(ca/s)
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