博彩股集体走高 美高梅中国(02282)涨5.16% 花旗轻微上调澳门4月赌收预测

金吾财讯
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金吾财讯 | 博彩股集体走高,美高梅中国(02282)涨5.16%,金沙中国(01928)涨4.41%,新濠国际发展(00200)涨4.39%,银河娱乐(00027)涨4.20%,永利澳门(01128)涨4.06%,澳博控股(00880)涨3.27%。消息面上,麦格理发表研究报告指,复活节假期期间澳门有超过52万名游客到访,在香港旅客加上韩流明星演唱会带动下,澳门截至21日当周的日均博彩收入为6.5亿澳门元,按年增长8%,按周增长6%,若本月剩余时间的日均博彩收入介乎5.5亿至6.5亿澳门元,4月份博彩收入将达到180亿至189亿澳门元,按年跌3%至升2%,接近3月的水平。报告指,今年首季澳门中场博彩收入录432亿澳门元,按年增长0.6%,当中贵宾厅业务按年增长约1%,按季增长3%。麦格理认为,政府对博彩中介的打击将继续为贵宾厅业务带来压力,而业务结构转向中场将有助博彩营运商EBITDA提升,预计博彩股将因每周的博彩收入数据变化而出现波动。花旗发表研究报告指,基于行业数据,澳门4月首21日赌收或达约130亿澳门元(下同),即过去8日的日均赌收约为6.5亿元,较对上一周高出6%。该行相信,最新的数据可归因于复活节长周末,访澳人数超过52万人,而且周末举行的演唱会亦或对数据有帮助。该行表示,由于中期增长强劲,加上4月27日是内地的补假,因此轻微上调4月的总赌收预测,由原先180亿上调至182.5亿元。

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