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《大行報告》高盛:澳門賭收於春節假期後明顯回落 濠賭股短期或有獲利回吐
高盛發表報告指出,澳門2月份賭收185億澳門元,為疫情前水平的70%,相對於1月及去年12月為78%及81%明顯回落,似乎是受累於春節假期後放緩幅度超出預期。日均賭收由2月份的首兩周約7.15億澳門元,回落至過去兩周的5.43億澳門元,返回去年底水平。 此外,該行提及澳門每日入境旅客量也下降至約8萬人次,相當於2019年水平約72%(相對於新春期間恢復至約100%)。香港亦出現類似的趨勢,最近幾日的旅客量回落至約60%水平(新春期間約為78%)。 該行認為,與其他旅遊品牌相比,澳門濠賭股較早出現復甦,由於去年12月至今年2月的賭收趨勢更具韌性,濠賭股自去年底以來已反彈約兩成。正如去年主要假期(五月勞動節、十月黃金周)後股市往往會回調一樣,該行料短期內濠賭股或有獲利回吐壓力。該行對金沙中國(01928.HK)、銀河娛樂(00027.HK)、新濠博亞娛樂(MLCO.US)和澳博(00880.HK)給予「買入」評級。
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