港股异动 | 博彩股全线上扬 澳门迎新一轮出入境客流高峰 高盛对行业2025财年展望乐观

智通财经
27 Jan

智通财经APP获悉,博彩股全线上扬,截至发稿,银河娱乐(00027)涨3.94%,报33港元;金沙中国(01928)涨1.66%,报18.34港元;美高梅中国(02282)涨1.71%,报10.72港元;永利澳门(01128)涨1.66%,报5.52港元。

消息面上,新春前夕澳门迎来新一轮出入境客流高峰。据报道,澳门治安警察局公布,昨日(26日)澳门各口岸约有64.54万人次出入境,当中出入境旅客约26.54万人次,访澳旅客约13.55万人次。主要经关闸,其次是港珠澳大桥及横琴口岸出入境。麦格理此前估计,澳门农历新年假期期间的博彩收入可达到双位数字的增长。报告指,去年澳门旅客数量达到3493万人次,高于政府原定的3300万人次目标。政府预期今年旅客人次将达到 3600万。

高盛认为,即使市场对竞争激烈可能再次加剧感到忧虑,但仍对该行业持正面看法,认为2025财年展望更为有利,主要由于近月来泰国等东南亚国家旅游安全问题备受关注,可能促使内地旅客改到中国澳门旅游,令旅客人次及博彩总收入取得潜在增长。另外,该行相信中央出台的多项措施,包括多次入境签注等,将利好中国澳门旅游业发展,加上金沙、新濠国际发展等憧憬将增加资本回报或恢复派息,目前对澳门博彩行业2025财年展望更为看好。

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