大和:若港澳旅遊氣泡7月中旬落實,博彩每日收入將增
大和發報吿指,投資者對7月中旬港澳旅遊氣泡前景反應正面,相關濠賭股在6月30日已上漲2-5%。但大和提及,雖然港澳旅遊氣泡是好消息,但亦提出數個問題,投資者理應注意,包括粵港旅遊氣泡必須到位,以令港澳泡沫對澳門賭收有較重大意義。而在澳門報章的新聞中,沒有提到解除陰性檢測(NAT)要求,只解除隔離天數,以目前來自香港必須在24小時內出具陰性檢測證書。另外,港澳渡輪以及透過港珠澳大橋巴士服務已暫停一年多。渡輪和巴士營運商或難在在人員短缺和缺乏維護的情況在急促通知下回復服務。
而據大和評估,假設港澳旅遊氣泡在7月中旬落實,預測每天7月份的博彩總收入可達2.7-2.9億元澳門元。大和對濠賭股行業評級暫為正面。
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