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大行評級|高盛:澳門7月賭收按月温和上升 維持多隻濠賭股“買入”評級
格隆匯 08-05 09:42
高盛研究報吿指,隨着歐洲國家杯的負面影響在7月中完結,澳門7月賭收按月温和上升至186億元澳門元,相當於疫情前的76%水平。暑假期間,更多以悠閒及家庭出遊為主的旅客到訪澳門,賭收在過去兩星期亦錄得日均5.86億澳門元。該行指,假設貴賓廳的賭收約佔疫情前的30%,估計中場的博彩收入約為110%,儘管出境旅遊轉往如日本及韓國等其他國家及打擊非法“換錢黨”的問題持續受到關注,中場的賭收仍保持穩健勢頭。該行亦提到,澳門7月1日至25日期間的日均入境遊客回升至9.6萬人次,比6月的8.5萬人次為高。高盛亦另指,有傳泰國即將通過興建賭場的法案,拉斯維加斯金沙集團及美高梅渡假村已表示有興趣投標賭牌,惟具體細節仍未公佈。該行指,會密切留意事件進展,因為會影響濠賭股在資本回報及配置的決定。該行指,濠賭股表現仍然偏弱,但以目前股價計,估值屬吸引。該行維持對銀河娛樂、金沙中國、新濠博亞及澳博的“買入”評級。
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