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美銀:澳門12月賭收勝預期 濠賭股估值具吸引力

美銀證劵發研報指,澳門去年12月博彩總收入(GGR)按年增長1.8%至79.62億澳門元,回升至2019年12月的35%,優於預期的62億至68億澳元,按月增長受惠於聖誕節假期、11月19日邊境正常化以及澳門政府旅遊局(MGTO)舉辦的活動等,預料12月中場的GGR已經恢復至疫情前水平的一半,料今年1月博彩總收入為78億澳門幣,按年跌3.4%。

該行續指,Omicron變種病毒的傳播可能對未來幾個月GGR的復甦蘇構成威脅,亦指GGR在今年上半年繼續復甦,但因6月以來的各種COVID爆發和澳門本地病例在8月再次中斷。因此,博彩總收入的復甦仍低於預期,2021年僅恢復至2019年水平的30%。

該行表示,博彩業的估值仍然有吸引力,未來12個月保持對該行業持具建設性的看法,並認為短期貴賓廳業務混亂和政策風險已基本消化,預計1月香港、澳門及內地邊境的開放,明年初賭牌修訂將更明確,亦將推動博彩業在未來幾個月進行重估。

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