港股异动 | 博彩股普遍走低 新濠国际发展(00200)跌超3% 花旗下调10月博彩收入预测

智通财经
Oct 17

智通财经APP获悉,博彩股普遍走低,截至发稿,新濠国际发展(00200)跌3.21%,报4.53港元;汇彩控股(01180)跌2.56%,报0.76港元;金沙中国(01928)跌1.65%,报17.93港元;永利澳门(01128)跌1.56%,报6.3港元。

消息面上,汇丰环球研究报告指,澳门10月首12天的博彩总收入(GGR)为96.5亿澳门元,即10月第二周的日均收入为5.93亿澳门元,按年跌8%,按周跌46%,跌幅略高于历史平均水平的39%。随着澳门行业博彩总收入增长放缓,该行认为即使今年第四季博彩总收入增长有12月的低基数支持,但预计博彩股短期股价上行空间有限。花旗则基于上周博彩收入表现平淡,将10月预估总博彩收入从230亿澳门元下调至220亿澳门元(约为2019年10月的83%;按年增6%)。

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