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《大行報告》花旗降澳門今年賭收預測至157億美元 反映逐步恢復通關 但仍看好賭股前景
花旗發表報告表示,雖然市場於今年第二季下修對濠賭股的估值,但相信此可為投資者帶來買入的機會,指澳門6月賭收錄65億澳門元優於市場預期,顯示市場過於悲觀。該行料內地與香港及澳門特區政府會正盡力推展通關,一旦持續錄零本地確診,相信中央會加快放鬆通關政策。

該行指,濠賭股首選股為金沙中國(01928.HK)、澳博(00880.HK)及銀娛(00027.HK)。花旗估計通關放寬的正面影響要到今年第四季才顯現,料澳門今年第四季博彩收入可達到2019年水平的70%,指此預測並不屬於進取,因估計內地旅客目前要外出的選擇相對有限,指濠賭行業開始見到隧道盡頭的曙光。

為反映預期內地與香港及澳門逐步才會放鬆通關政策,該行決定下調對澳門2021年博彩收入預測,下修至1,260億澳門元(或157億美元),相當於2019年水平的43%。該行料澳門7月賭收80億澳門元(按年升495%)、估計8月賭收90億澳門元(按年升577%)。該行料澳門2022年賭收預測2,390億澳門元(或299億美元),相當於2019年水平的82%。

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