大行評級|高盛:打擊換錢黨對澳門賭收影響有限 銀娛及美高梅國慶黃金週訂房率逾九成
高盛發表研報指,雖然各澳門博企承認消費放緩帶來的宏觀挑戰,並影響其商場租户的銷售表現。不過他們亦指,所有細分市場的博彩需求仍保持韌性、賭注規模維持穩定、賭客數量持續增長,惟部分超高額賭客對開支變得更為謹慎。銀河娛樂及美高梅中國均透露,國慶黃金週酒店客房預訂率已逾90%。部分賭業人士更認為,澳門行政長官候選人岑浩輝將更為重視非博彩板塊多元化,並有可能加快橫琴的發展。高盛亦引述各澳門博企指,打擊換錢黨對澳門而言並非新鮮事,在澳門賭業總收入一直保持韌性的情況下,對賭收的影響應該有限。高盛亦預期,澳門賭業的競爭將趨向穩定,營業開支及利潤率或同樣跟隨趨穩。
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