港股异动 | 博彩股全线走低 银河娱乐(00027)盘中跌超4% 花旗指对澳门4月博彩收入放缓不意外

智通财经
15 Apr

智通财经APP获悉,博彩股全线走低,截至发稿,银河娱乐(00027)跌3.75%,报26.95港元;金沙中国(01928)跌2.98%,报13.02港元;澳博控股(00880)跌1.85%,报2.12港元;新濠国际发展(00200)跌1.4%,报3.52港元。

消息面上,4月14日,澳门特区行政长官岑浩辉在特区立法会发表首份施政报告提及,目前难以评估国际环境转变,特别是美增加关税对澳门影响的深度和广度。澳门是一个外向型、高度依赖旅游、博彩业的城市,经济环境的急剧转变,必然会影响旅客的消费能力。另外,特区政府今年的财政预算中,博彩业首季收益未能达到预期目标,若其后收益仍未能达标,将会直接影响整个财政基础。

花旗此前研报指出,行业数据显示,澳门4月首六日的博彩收入或达约35亿澳门元(下同),即日均博彩收入约为5.83亿,相比上月最后八日约6.32亿,减少约8%。由于劳动节假期前的季节性淡季,因此对4月的放缓并不意外。该行维持4月博彩收入达180亿元的预测,意味着本月余下日子的日均博彩收入约为6.04亿元。

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