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《大行報告》摩通:去澳門越來越方便 重申看好賭業股首選金沙中國(01928.HK)
阿思達克 01-06 10:46
摩根大通發表報告指,澳門政府公布由周日起取消對內地入境防控措施,本月8日起由內地、港台入境澳門的人士無須出示新冠病毒檢測證明,故前往澳門越來越方便,而內地及香港亦恢復常態,並佔疫前博彩總收入的95%。另外,渡輪來往香港及澳門已恢復運作,佔疫前訪澳門旅客的15%至20%,亦將於周日起逐步重啟。 該行認為,上述兩大因素為市場情緒產生積極影響,由於預期澳門博彩業復常速度較該行及市場預期快,故並不意外澳門於今年下半年可達致全面復甦;該行重申看好賭業股,並首選金沙中國(01928.HK)(予「增持」評級及目標價30元)。(ca/w) ~
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