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《大行報告》瑞銀:內地解除入境隔離 料澳門明年初賭收顯著反彈
國家衛健委宣布明年1月8日起取消入境後集中隔離要求,持有48小時內核酸檢測陰性證明人士可入境,並取消密切接觸者追蹤及停止對風險區域的分類,預期將逐步恢復出境旅遊。 瑞銀發表研報指,中國重新開放步伐繼續加快,超出預期,相信對澳門旅遊及博彩行業有利,同時澳門日前亦宣布放寬對海外遊客的檢疫要求,令港澳之間往來有所恢復交通正在加速,預期明年初起澳門博彩收入將錄得大幅度提升。 瑞銀指,澳門博彩業2024年預測EV/EBITDA為10.8倍,較歷史平均水平低約1個標準差,由於防疫限制放寬因素已反映在股價之上,目前較看好新濠國際(00200.HK)及金沙中國(01928.HK)明年基本面復甦可能性。
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