《大行報告》富瑞料濠賭股續跑輸大市 直至內地經濟增長擔憂緩解
富瑞發表報告指出,澳門博彩業去年底強勁的表現(每日旅客量創2019年後高位),為今年賭收帶來相對穩健的開局,根據該行行業消息及調查,澳門今年首七日的日均賭收達6.3億澳門元,較去年12月的每日5.99億澳門元高,主要受惠於除夕夜的強勁流量。至於新年的三日假期,澳門錄得旅客量達39.91萬人,當中去年12月31日旅客量為17.5萬人,創疫後新高。
該行引述業內人士估計,賭收將小幅放緩至每日5.4億至5.9億澳門元,全月賭收約達174億至185億澳門元。如以中位數計,即相當於2019年1月份水平的71%,與去年下半年趨勢一致。
此外,該行上周曾到澳門實地考察,發現賭廳及購物中心相對平靜,但餐廳較為繁忙,符合傳統的節後放緩情況。賭廳更為安靜,圍繞賭檯的賭客較少,而高檔奢侈品牌如Channel、Hermes及Louis Vuitton等零售店排隊人龍亦較少。港澳往返渡輪班次未有爆滿,當中以長者乘客較多。至於澳門銀河及威尼斯人的主要賭廳仍然繁忙,澳門上葡京雖然未及市場領導者,但訪客亦明顯比之前更多。
該行提及,儘管澳門博彩業基本因素及盈利持續復甦,但關注到中國宏觀經濟及海外旅遊潛在負面影響的不利因素。該行預期濠賭股將繼續跑輸大市,直至中國內地經濟增長擔憂緩解。港股方面,該行偏好銀娛(00027.HK)及金沙中國(01928.HK)。
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