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《大行報告》摩通:澳門出現復常之路 首選金沙中國(01928.HK)
摩根大通發表報告指,澳門政府宣布獲中央批准,不久放寬現行入境防疫安排,最快11月初恢復「4省1市」內地團赴澳門安排及電子簽證的安排;該行認為,自兩年多以來,此舉對澳門與內地邊境重新開放來說,是首個重要的政策寬鬆。 該行表示,此舉放寬雖難以計及即時的利好影響,但相信恢復電子簽證及內地旅行團等安排,會有助減輕外來人士到澳門旅遊的分歧,以及釋放可訪澳門的信號,以致提振在今年底假期和明年的需求,該行認為,澳門現時終於出現復常之路。 該行期望,上述限制能於明年逐漸消除,並預料博彩業的總博彩收入於2024年回復至疫前水平;而在澳門博彩股中,該行首選為金沙中國(01928.HK),其次為永利澳門(01128.HK)及銀河娛樂(00027.HK)。(ca/w) ~
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