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摩根大通:2023年澳門博彩業形勢將大爲好轉

港股博彩股集體走高,美高梅中國、永利澳門漲超10%。

摩根大通表示,儘管第四季度復甦疲弱,但仍看好澳門博彩運營商,因爲中場博彩收入到2024年應該會完全恢復到新冠疫情之前水平。

分析師DS Kim在報告中寫道,預計未來幾個月澳門和中國內地將取消行前核酸檢測要求。預計盈利預期、估值和股價有很大上升空間,首選個股金沙中國。

瑞銀日前發研報稱,國家衛健委宣佈明年1月8日起取消入境後集中隔離要求。該行指出,恢復步伐繼續加快,超出預期,相信對澳門旅遊及博彩行業有利,同時澳門日前也宣佈放寬對海外遊客的檢疫要求,令港澳之間往來有所恢復,預計明年初起澳門博彩收入將取得大幅度提升。

此外,永利澳門董事會副主席陳志玲表示,公司近日獲發博彩牌照兼且政府取消疫情旅遊限制,因此對今年前景十分樂觀,公司將致力拓展非博彩項目以及吸引來自新市場的旅客到訪。

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