摩通:對港澳旅遊氣泡規模及推出時間感到失望 濠賭股首選金沙中國及澳博
摩根大通在研究報吿中指出,澳門政府昨日(21日)宣佈,與香港當局達成共識,同意最快香港連續28天無錄得本地新冠肺炎病毒確診個案,便可在有條件下推出通關名額,預期豁免隔離只適用於已接種疫苗人士,料計劃將分階段進行,並設有熔斷機制。
目前香港已連續14日沒有本地確診個案,摩通表示對安排感到失望,認為目前港澳旅遊氣泡規模小,推出時間亦較預期慢,相信對7月至8月暑假期間的賭收沒有太大幫助。
該行現時預期,澳門今年第三及第四季博彩收入表現可達到疫期前的43%及58%,較早前預測的50%及66%下調,認為港澳旅遊氣泡將在未來2至3個月推出,屆時澳門個人遊簽證亦將於第四季至年底恢復正常。
摩通將今年全年博彩收入預測下調5個百分點至2019年同期的42%,估計中場及貴賓市場將恢復51%及26%,但料明年博彩收入預測變幅有限。
該行指對濠賭股的看法不變,料需求及政策方向正面,預期投資者將聚焦於港澳通關及下半年賭收逐步回覆正常,相信足以帶動板塊股價上升。短期而言,首選金沙中國(1928.HK)及澳博(0880.HK),中期看好銀娛(0027.HK)。
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