實德環球(00487.HK)料訪澳門人流次季起呈高位增長 估全年GGR回到疫前60%水平
實德環球(00487.HK)副主席兼執行董事馬浩文預測,澳門今年2月份賭收達約80億至90億澳門元,全年GGR回到2019年的60%水平,當中中場料回到2019年水平的100%,其佔比則會增加,而VIP則回復至2019年的10%水平,料未來有上行空間。
他表示,對於今年澳門復甦步伐感信心,料次季起訪澳門人流將錄得有一個高位增長,並延續至一個健康水平,尤其五一黃金周人流將錄得新高,加上香港全面通關料對澳門人流會有重大的貢獻。
對於有報道指澳門將徵5%博彩中介佣金稅,他表示,集團自2019年開始已沒有外判賭廳,故上述舉措對集團近乎沒有影響,集團亦比較看好中場發展和澳門旅遊等發展。
至於旗下酒店業務,他表示,1月份酒店入住率達逾九成,甚至爆滿,料2月份按月回落約10%;他續指,不少酒店用相對地具吸引力的價錢吸客,但預期不會去到2019年水平,而集團將賭檯最低投注額的佔比調整,並以300澳門元為主,以及100澳門元則較少。
至於集團旗下「十六浦」第二期項目,他表示,現時正與澳門政府商量,就新賭牌規定而有所調整,冀能盡快處理,惟對投資金額影響不大。他亦補充,人手目前仍然足夠,但隨著外勞配額減少,令招聘外勞成本較以往提高約六至七成。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.