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《大行報告》瑞銀:澳門12月首十天日均賭收降至5.2億澳門元 料進入聖誕及除夕將顯著改善
阿思達克 12-12 10:20
瑞銀發表報告指出,根據渠道調查,澳門12月首十天日均賭收約5.2億澳門元,相對於11月的日均賭收約5.35億澳門元有所下降,部分原因是貴賓廳(VIP)贏率較低(2.4%至2.6%),而正常水平為約2.85%。 在細分市場方面,期內中場賭收按月略跌2%至3%,而VIP總量按月跌5%。酒店房價亦相對於一個月前更為便宜。在該行追蹤的36家酒店中,12月12至18日共七日的平均酒店房價按月低4%,但有關房價的折扣最近有所收窄。 隨著即將到來的聖誕節和除夕,該行預計澳門的人流和賭收將顯著改善。本月至今博彩業表現受市場對中國宏觀經濟的擔憂及最近內地肺炎支原體情況等因素拖累。惟該行認為賭股估值低廉,維持對行業正面態度。
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