《大行報告》匯豐研究料10月澳門賭收介乎186億至196億澳門元 恢復到2019年70%至74%水平
匯豐研究發表報告指,十月首六日期間,澳門日均博彩收入9.3億至9.4億澳門元,恢復至2019年同期80%至81%,但假期後兩日,受颱風迫近影響,日均收入減少至5.2億澳門元,威尼斯人在十月期間的周末舉行陳奕迅演唱會,有助帶動十月日均收入,預期十月博彩收入186億至196億澳門元,相當於2019年同期約70%至74%。
報告指,雖然假期數據強勁,但博彩股過去兩星期平均下跌7%,除了當局嚴打非法兌換的消息外,市場亦關注中國消費疲弱及出境遊復甦進度,澳門免稅品店長假期的銷售,亦反映內地旅客的消費預算,較2019年同期疲弱。
該行偏好金沙中國(01928.HK),因為公司擁有大量酒店供應及集中於中場業務,又認為永利澳門(01128.HK)估值吸引,銀河娛樂(00027.HK)基礎穩定,澳門銀河第三期將會提升酒店房間供應量。
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