《大行报告》瑞信:澳门2月赌收略逊预期
瑞信发表研究报告指,澳门2月赌收稍逊预期,按年升136%至73亿澳门元,主要由去年基数低带动,去年同期赌场停业15天。即使计入农历年假期,日均赌收仍仅按月增1%至2.61亿澳门元。营运商在农历新年假期後期见强劲需求,赌收见正常化,而贵宾厅幸运因素亦维持在高水平。累计1-2月,赌收为2019年30%水平,与去年10月30-40%相若,反映复苏缓慢。
该行指,贵宾厅赌收按月增10%,相等於疲情前20%水平,中场赌收跌2-4%,相等於疲情前35%水平。随着疫情转趋缓和,更多内地城市警报风险降低,相信有助需求增长。
该行表示,3月份是传统淡季,但相信检疫要求逐步正常化,有助赌收温和改善。短期而言,旅客入境措施放宽和疫苗注射都利休息中场访澳,不过监管方的结构性挑战仍存,包括资金流、跨境赌博刑事化等,相信市场对短期聚焦於复苏,而不是市场情绪,而目前行业估值已重回2019年水平。(ic/u) ~
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