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大和:料1月澳門賭收延續去年底升勢 行業首選金沙、銀娛

大和發表研究報吿指,據該行實地考察,1月博彩收益料將延續上月升勢,截至週日日均賭收約為2.26億澳門元,預計1月日均賭收將介乎於2.4億至2.6億元。但鑑於香港爆發Omicron疫情,加上內地個別地區需要封城或進行大規模檢測,相信通關消息刺激至少需等待到第一季末。該行重申對澳門博彩股“正面”評級,建議投資者可收集優質的濠賭股,首選金沙中國(1928.HK),以ESG(環境、社會和管治)考量首選銀河娛樂(0027.HK)。

報吿稱,澳門政府竭力阻止新冠變種病毒Omicron在當地爆發,以尋求與內地及香港通關,包括當局從1月9日起重新對所有入境人士實施14天隔離,據報衞生部門也正準備在1月強制進出公共和私人處所時須掃描類似香港“安心出行”的二維碼。基於澳門及香港防疫表現出色,該行仍然對當局在首季實施旅遊氣泡和恢復旅行團簽證看法樂觀。

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