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大摩:料澳門賭業股短期疲弱 明年可跑贏

摩根士丹利發表研究報吿指出,中國內地及澳門近日新增的新冠肺炎確診病例,損害10月份博彩業的前景,短期料疲弱;而隨着賭牌的更新,以及新的放寬旅行政策的出現,預期賭業股明年可跑贏。

該行指出,澳門賭業股年初至今的表現,落後恆指同期表現34%,而由於賭牌續期和旅行限制的不確定性,預計賭股短期內隨指數波動。短期內,該行更喜歡大型股,如銀河娛樂(0027.HK)和金沙中國(1928.HK),而不是小型股如美高梅中國(2282.HK)及澳博控股(0880.HK)。而該行亦更為喜歡本地營運商,而非美國支持的營運商。

澳門政府就修改《博彩法》展開公眾諮詢,並於10月29日截止,大摩預計,在諮詢結束後,2022年可能會在監管和許可證延期的條件上更加明確。在許可證於2022年6月到期之前,應在明年第一季的某個時候在立法議會通過《博彩法》草案。該行還預計,在明年2月北京冬奧會之後,中國內地/香港/澳門邊境將出現更寬鬆的旅行限制。

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