智通财经APP获悉,博彩股今日回落,截至发稿,新濠国际发展(00200)跌4.37%,报4.82港元;澳博控股(00880)跌3.89%,报2.72港元;金沙中国(01928)跌3.41%,报18.14港元;美高梅中国(02282)跌3.1%,报10港元。
消息面上,澳门博彩监察协调局的资料显示,第三季幸运博彩毛收入556.02亿澳门元,环比下跌1.4%,按年增加近14%;澳门今年首三季幸运博彩毛收入累计1,693.5亿元,按年增加31%。经统计,今年9月澳门博彩收入约为172.48亿澳门元,不及8月的197.54亿澳门元。
里昂指出,博彩股将于10月底开始公布第三季业绩。由于澳门第三季博彩收入环比下跌1.5%,加上利润率持续受压,预测行业EBITDA环比下跌10%至17.48亿美元。摩根士丹利则表示,预期澳门博彩企业第三季物业EBITDA环比跌8%至17.1亿美元(而第三季博彩收入仅按季跌1%),逊预期,相对于第二季跌3%;恢复至2019年第三季的79%水平。
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