港股异动 | 博彩股跌幅居前 金沙中国(01928)跌超7% 汇丰称旅客上升未能带动澳门赌收

智通财经
09 Apr

智通财经APP获悉,博彩股跌幅居前,截至发稿,金沙中国(01928)跌7.09%,报12.32港元;银河娱乐(00027)跌5.93%,报24.6港元;美高梅中国(02282)跌5.02%,报8.89港元;永利澳门(01128)跌4.76%,报4.6港元。

消息面上,澳门经济财政司司长戴建业表示,今年首三个月澳门赌收同比基本持平至576.6亿澳门元,仍未达到每月平均200亿元的预算水平。摩根士丹利发表报告预测,澳门博彩股近期表现已反映澳门博彩业的弱势,但全年4%至5%的同比增长预测仍面临风险,EBITDA预测同样存在不确定性。

汇丰发布研报称,澳门4月首六天的博彩总收入为35亿澳门元,相等于日均赌收为5.83亿元,较3月的6.34亿元下跌8%。虽然在4月4日至6日假期期间,访澳旅客人次按年上升14.7%,但本月以来按日均计算则较去年同期下跌3%。另外,澳门政府最近打击非法货币兑换活动,亦可能打击玩家的情绪。此外,贵宾厅赢率低于正常水平,拖累整体日均赌收。

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