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瑞银:珠海居民明年赴澳“一周一行”温和利好濠赌股 首选金沙中国

ubs group: Zhuhai residents will travel to Australia weekly next year, which is a mild bullish factor for gaming stocks, with Sands China being the top choice.

Sina Hong Kong Stocks ·  Nov 29, 2024 03:15

UBS released a research report saying that the National Immigration Administration announced that residents with household registration in Zhuhai will be able to apply for a “one trip a week” to Macau starting January 1 next year; while residents of the Hengqin Guangdong-Macao Deep Cooperation Zone will be able to “travel more than one trip” to Macau.

The bank believes that the above move is moderately beneficial to Macau's shares and reflects the central government's support for Macau, but due to the small coverage, it is unlikely to bring about a significant increase in gaming revenue. The bank is still optimistic about Macau's gaming industry; the first choice is Sands China (01928).

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