《大行报告》美银证券料澳门1月赌收按年跌幅收窄至60%
美银证券发表研究报告,指澳门12月赌收按年跌65.8%至78.18亿澳门元,好於原先预期,同时亦符每周收益预期。按月增长主因圣诞假期表现,而澳门政府自12月21日实施更严厉的隔离限制,要求除中国和台湾入境人士,需作21天隔离(之前14天)。检测阴性、来自中国低风险省份人士可以继续免检进入澳门。目前北京6个地区被列入中等风险,相信整体复苏目前仍受累相关措施。
该行预期,1月份赌收可有上升,但仍然较去年1月跌60%,澳门目前日均访客量自圣诞有温和改善,相信情况会持续至1月。
按澳门旅游局公布,澳门酒店入住率於11月按年跌48点子至43.9%,3、4、5星酒店分别为55.1%、48.8%及41.5%。该行指,目前预期赌收会有改善,下行空间有限,行业价值被低估,相信今年首季赌收跌幅收窄至54%,全年看法正面,一旦疫苗有效将有助全行业发展,在农历新年的憧憬下,相信行业短期会跑赢大市。
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