濠賭股普漲,永利澳門(1128.HK)漲超3%
格隆匯9月29日丨濠賭股普漲,永利澳門(1128.HK)漲超3%,金沙中國漲超2%,澳博控股漲超1%。
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大和最新發報吿稱,澳門在9月25日至28日進行第二次全民核酸檢測,所有樣本的檢測結果均為陰性,但澳門當局沒有提疫情即時預防狀態會維持多久,該行預計澳門在完成全民病毒檢測而且無發現進一步確診個案後,可能會很快解除疫情即時預防狀態(或要等待連續七天零確診),並重新開放與內地關口。
據澳門治安警提供的數據,收緊的邊境規則導致澳門入境遊客人數在9月27日下降至僅1,100人,而2021年第二季度的每日平均遊客人數為24,059人。該行將密切關注澳門在今年10月黃金週的訪問人數。大和預計,澳門今年10月日均博彩總收入介乎2.7億至2.9億澳門元。
此外,大摩亦指,中國內地及澳門近日新增的新冠肺炎確診病例,損害10月份博彩業的前景,短期料疲弱;而隨着賭牌的更新,以及新的放寬旅行政策的出現,預期賭業股明年可跑贏。
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