《大行報告》大和料港澳與廣東省旅遊氣泡或本月底至明年首季落實 料對濠賭業正面
大和發表報告,指截至今年12月5日,澳門日均賭收為2.6億澳門元(下同),接近今年首季表現,預測12月份的日均賭收將在2.6億元至2.8億元之間。
報告料港澳與廣東省旅遊氣泡或本月底至明年首季落實,屆時來自香港的遊客數量最初會有上限,然後在明年上半年進一步放寬,對濠賭業正面。
大和維持對博彩行業的積極立場,因認為目前賭股仍然超賣,建議投資者收集VIP業務敞口較小及資產負債表強勁的優質澳門博彩公司。該行首選是金沙中國(01928.HK)和銀娛(00027.HK)。
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