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《大行報告》瑞銀:澳門上週六起放寬入境 推薦新濠(00200.HK)及金沙(01928.HK)
瑞銀髮表研究報告指,六間博企已於上週簽署爲期10年的特許經營合同,如果行業博彩總收入達到1,800億澳門元,該行預計到2024/25年中場業務完全復甦時,非博彩資本支出承諾將增加最多20%,令總承諾資本支出達到約1,410億澳門元,略高於市場預期,但仍處於可控範圍。 同時,該行指,澳門上週六起放寬入境,但澳門與廣東之間的邊境政策仍然嚴格,核酸檢測的有效期爲24小時,預計博彩收益率在短期內將保持疲弱,但過去兩週內地的放寬將有利於明年博彩總收入復甦。該行看好新濠(00200.HK)及金沙(01928.HK),認爲它們有機會在明年達到基本復甦。該行給予兩者「買入」評級,目標價分別爲9.4元及25.7元。
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