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瑞銀:料濠賭股未來可望重新評級 首選金沙、銀娛

瑞銀髮研報指,估算澳門過去7天的博彩總收入(GGR)為平均每日2.42億澳元,較對上7天平均每日1.94億澳元有所提升,並邁向7月時未再爆發疫情前平均每日2.72億澳元的水平。隨着澳門新的《博彩法》明確更多監管細則以及更多通關措施出台,認為濠賭股未來將臨來重新評級的空間,首選金沙(1928.HK)和銀娛(0027.HK)。

報吿指出,澳門和珠海重新通關,往來兩地可以憑7天內有效的新冠核酸檢測證明通關,無需隔離;而中國內地與香港通關安排又見正面進展,預料屆時相關安排也將適用於港澳關口,港客也將逐步到訪澳門。報吿特別提到,港客在2019年貢獻了博彩總收入的15%-20%。

此外,報吿又提到,中國自主研發的新冠肺炎治療性抗體新藥JS016正推進第3期臨牀試驗,憧憬該藥物日後能在全國廣泛使用,市場對新冠疫情的憂慮將會全消。

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