港股异动 | 博彩股延续跌势 澳门12月博彩收入同比下跌2% 里昂预计今年收入将温和增长

智通财经
13 Jan

智通财经APP获悉,博彩股延续跌势,截至发稿,澳博控股(00880)跌3.53%,报2.46港元;银河娱乐(00027)跌2.9%,报31.85港元;金沙中国(01928)跌2.51%,报18.62港元。

消息面上,里昂发布研报称,预计澳门今年博彩收入同比温和增长4%至293亿美元,较市场预测低2%。该行认为,除了博彩收入市场占有率的变动外,博彩股是否会在此温和增长中向股东回馈更多现金,将是其关注的焦点。

摩根大通指出,澳门12月博彩收入同比下跌2%至182亿元(澳门元.下同),较疫前恢复近80%,但仍然低于市场共识的2-3%。该行预计,澳门12月的普通博彩收入达到疫前的110%,而VIP收入仅恢复至23%,略低于近期水平。

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