《大行報告》瑞信:澳門5月賭收大致符預期 對濠賭股保持審慎看法
瑞信發表報告表示,澳門中午公布5月份幸運博彩毛收入為104億澳門元,大致符合預期,而市場同業及瑞信原各預期100億及105億澳門元,即5月日均收益達3.37億澳門元,主要受惠於「五一」黃金周需求回升,顯示行業呈復蘇。
但瑞信展望未來,指隨著廣東省疫情轉壞,近期新冠確診宗數增加,該行估計內地短期未必會再放寬到澳門旅遊限制措施,反而任何收緊措施會令市場對澳門博彩業預測有下調風險。
該行估計澳門6月博彩收入表現會較低,因缺乏長假期因素,估計市場有下調行業預測的風險,指市場目前料澳門2021年博彩收入會達到2019年的55%水平,即預期澳門中場賭收最少要回復至2019年水平,該行認為相關預測會較進取。
瑞信認為,對濠賭股保持審慎看法,指行業目前的風險與回報比率不吸引。
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