花旗:料澳門5月賭收95億澳門元 相當於2019年同期37%水平
花旗發表報吿表示,澳門4月賭收錄得約84億澳門元,相當於2019年同期的36%,大致符合該行預期;至於5月份,料在“五一”黃金週帶動下,賭收有望達95億澳門元,約為2019年同期的37%。
展望5月,酒店預訂量意味着黃金週(5月1-5日)數據強勁。由於旅行限制仍然存在,假期後勢頭可能會減弱,但這五天的運營數據為投資者提供了前瞻性指標,任何積極的數據可能會導致行業的重新評估。花旗維持對澳門股樂觀立場,首選金沙中國(1928.HK)、澳博(0880.HK)和銀娛(0027.HK)。
報吿又指,相信中央對於放寬澳門旅遊簽證的政策保持謹慎,而該行對此亦持保守態度,故料5月份的簽證政策沒有實質性變化。
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