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《大行報告》瑞銀:澳門12月日均賭收勝預期 首選銀娛(00027.HK)及美高梅中國(02282.HK)
瑞銀發表研究報告指,澳門12月賭收為186億澳門元(下同),按年升4.3倍,按月則增約16%,即平均每日賭收為5.99億元,達到2019年同月水平的約81%,勝於市場預期。該行認為,賭收增長可能是由於12月訪客量增加所帶動,平均每天有9.5萬人次到訪,按月增長11%,為2019年水平的96%。不過,於假日期間,來自內地的遊客數量略微下降,日均訪客量較上月增加約8%,達到2019年水平約94%。該行假設中場賭收佔總博彩收入的85至90%,預期中場收入及訪客量將按月基本持平,達到2019年水平的115至125%。 該行提到,11月內地旅行團人數持續恢復,赴澳旅遊人數約為19萬人次,按月增長約20%,相當於11月總遊客量的約7%,而2019年則佔約13%。該行估計,12月的基本客群結構大致一樣,人均消費將會持平,但被香港旅客組合增加所抵銷。該行對博彩行業仍然持樂觀態度,首選銀娛(00027.HK)及美高梅中國(02282.HK)。
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