富瑞:在武漢肺炎受控前 濠賭股會繼續受壓
富瑞發表研究報告指,澳門博彩業受武漢肺炎疫情影響,農曆年首3日訪澳旅客量按年下跌60.5%,當中內地旅客量下跌66.3%,在第3日更下跌79.6%。該行相信客量下跌對澳門博彩股帶來負面影響,雖然今年年初博彩收入表現好於預期,是一個積極的信號,但認為在控制病毒之前,該行業可能會繼續承受壓力。
該行指,首選股仍然是中場和非博彩業務較多的金沙中國(1928.HK),以及股價表現不佳的美高梅中國(2282.HK)。
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