智通财经APP获悉,博彩股延续涨势,截至发稿,新濠国际发展(00200)涨4.75%,报3.75港元;金沙中国(01928)涨3.69%,报16.28港元;永利澳门(01128)涨2.12%,报5.29港元;澳博控股(00880)涨1.68%,报2.42港元。
瑞银发布研报指出,据行业渠道消息,澳门5月16至22日录得强劲的博彩总收入(GGR),日均收入达6.86亿澳门元(下同),相信有关表现是因为连续几晚举行的演唱会,带动6月至今的日均收入达6.73亿元,较5月仅跌2%,小于2015至19年的9%季节跌幅。细分市场方面,6月至今中场日均收入环比升1至3%,而贵宾厅则环比持平,VIP维持在约2.9%至3.2%。该行认为,目前整体GGR高于市场预期的6.2亿元,由于期间亦有演唱会加场,加上新酒店嘉佩乐开幕,料势头可持续至7月初。
摩根大通表示,6月首22天澳门博彩毛收148亿澳门元,平均每日超过6.7亿澳门元,意味最后七日日均博彩毛收6.85亿澳门元,与5月的6.84亿澳门元相似,打破6月季节性低迷。虽数据受到张学友演唱会推动,但该行对近期超出季节性和预期的需求感到鼓舞,显示在超过一年令人失望趋势后出现积极的转折。该行指澳门6月博彩毛收很可能超过195亿澳门元,将为近期首次实现双位数增长。
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