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大行評級|高盛:對澳門博彩行業持正面看法 2025財年展望更為有利
格隆匯 01-21 12:31
高盛發表研究報吿指,澳門賭業股股價過去一個月平均回落7%,與其他旅遊行業股份表現相近,當中金沙中國跌幅最大,累計下跌15%,與金沙去年12月份市佔率表現較預期弱亦一致。不過高盛指出,即使市場對競爭激烈可能再次加劇感到憂慮,但仍對該行業持正面看法,認為2025財年展望更為有利,主要由於近月來泰國等東南亞國家旅遊安全問題備受關注,可能促使內地旅客改到澳門旅遊,令澳門旅客人次及博彩總收入錄得潛在增長。另外,該行亦相信中央出台的多項措施,包括多次入境簽註等,將利好澳門旅遊業發展,加上金沙、新濠國際發展等憧憬將增加資本回報或恢復派息,目前對澳門博彩行業2025財年展望更為看好,給予銀河娛樂“買入”評級。
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