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《大行報告》摩通:市傳港澳擬有限度通關 料對賭股影響正面 首選銀娛、金沙及澳博
摩根大通發表報告表示,市傳港澳計劃最快7月中旬有限度通關,相信無論是需求及政策層面均對澳門賭業帶來正面影響,而且去年基數很低;面對6月份澳門賭收較為疲弱下,預期在逐步通關的前提下,下半年賭收會回復正常。

該行補充,由於通關規模不大(料只接受已接種疫苗旅客),相信對賭股直接影響有限。不過,因應「28天規則」不再是固定政策,通關條件更具彈性,對投資情緒逐漸轉向正面。中線而言,投資回報率料達25%。該行看好大型綜合項目營運商最為受惠,中線首選銀娛(00027.HK),短線則看好金沙(01928.HK)及澳博(00880.HK)。

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