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《大行報告》麥格理:澳門2月賭收料回復至2019年73-75%水平 銀娛(00027.HK)及金沙中國(01928.HK)仍屬首選
麥格理發表報告指出,根據第三方數據預測,2月5至18日澳門日均賭收為7.14億澳門元,較2月首四日的6.25億澳門元高出14%,主要由於春節期間強勁的旅客量。假設2月餘下日子受春節後因素影響,日均賭收達5.5億至6億澳門元,較2月5至18日減少16%至23%,2月總賭收料回復至2019年水平的73%至75%。至於澳門政府維持對今年賭收預測2,160億澳門元,相當於2019年水平的約74%,並為去年水平的約62%,但低於該行預測的2,310億澳門元。 該行提及,今年春節黃金周日均內地旅客人數恢復至疫情前水平的101%,每日總入境旅客人數高達約17萬人次,較澳門旅遊局預期的12萬人次高出41%,且較去年國慶黃金周時高出47%。 濠賭股中,該行首選仍為銀娛(00027.HK)及金沙中國(01928.HK),認為他們擁有強大的房地產儲備和酒店客房庫存豐富,同予以「跑贏大市」評級(目標價見另表)。
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