港股异动 | 博彩股延续跌势 美高梅中国(02282)跌近4% 澳门1月博彩收入不及预期

智通财经
04 Feb

智通财经APP获悉,博彩股延续跌势,截至发稿,美高梅中国(02282)跌3.76%,报10.24港元;永利澳门(01128)跌3.44%,报5.33港元;澳博控股(00880)跌2.1%,报2.33港元;新濠国际发展(00200)跌0.97%,报4.08港元。

消息面上,澳门博彩监察协调局公布,1月份博彩收入182.54亿澳门元(下同),同比下跌5.6%,为连续第2个月取得同比下跌;环比则升0.29%。。大摩发布研报称,澳门1月博彩收入同比降6%至183亿澳门元,意味着每日博彩收入约为5.89亿澳门元,低于市场预期,相信与今年农历新年于1月28日至2月4日有关,预计博彩需求可能会在2月回升,预计博彩收入将同比增长3%至190亿澳门元,相当于日均博彩收入约为6.78亿澳门元。

花旗表示,1月取得同比跌幅是来自农历新年前夕的季节性放缓,澳门旅游局数据显示,农历新年黄金周期间(1月28日至2月4日)澳门的日均旅客量可能达到约18.5万人次,因此目前仍维持2月博彩收入预测为200亿澳门元不变,即每日平均博彩收入为约7.14亿澳门元,同比增幅为8%。当中黄金周期间日均博彩收入预测达到11亿澳门元,而黄金周后博彩收入将回落至每日约6.5亿澳门元,依然较1月份日均水平高出约10%。

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