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摩通:料澳門10月賭收不會明顯改善 對行業看法維持審慎

摩根大通發表研究報吿指出,澳門9月份博彩收入非常乏味,錄得58.79億澳門元,僅為疫情前的27%水平,而第三季的賭收更按季跌26%,至約188億澳門元,為當地賭場重啟以來最差的紀錄。

該行預期10月份的賭收亦不會有明顯的改善,因為十一國慶長假期對澳門而言並非黃金週,廣東省向澳門提出新防疫要求,澳門入境珠海仍須維持隔離14天,暫未悉何時會取消有關隔離規定,意味着短期內未能恢復期待已久的內地赴澳門自由行及團體旅遊的簽證。

該行對澳門博彩業保持審慎看法,估計短期需求不會改善,而賭收表現疲弱下,以及無可避免的收益減少,削弱市場對賭股“死貓反彈”的希望,目前難以投資,至少6個月內不太可能出現明確性的轉變。

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