港股异动 | 博彩股延续跌势 大摩预计澳门博彩业上季EBITDA环比仅增1% 利润率继续受压

智通财经
17 Jan

智通财经APP获悉,博彩股延续近期跌势,截至发稿,美高梅中国(02282)跌3.18%,报10.36港元;永利澳门(01128)跌2.16%,报5.44港元;新濠国际发展(00200)跌1.18%,报4.19港元;澳博控股(00880)跌0.81%,报2.44港元。

消息面上,摩根士丹利发布研报称,预计澳门博彩行业的上季EBITDA按季仅增长1%,行业博彩收入则按季增长3%,显示行业EBITDA逊于预期,且利润率继续受压。大摩认为,澳门博彩行业所有公司的上季EBITDA预测都会下调。不过,预期银河娱乐、永利澳门及美高梅中国的表现将优于同业。

麦格理研报指出,据第三方数据供应商估计,由于农历新年前的季节性放缓,上周的澳门日均博彩收入为6.28亿元澳门元,按周下降8%,并预期在1月29日农历新年假期前,博彩收入将进一步放缓。麦格理估计,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。

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