港股异动 | 博彩股继续走高 春节期间澳门酒店入住率或超九成 大摩预计2月赌收同比增超13%

智通财经
Feb 09

智通财经APP获悉,博彩股继续走高,截至发稿,新濠国际发展(00200)涨5.93%,报4.82港元;金沙中国(01928)涨3.54%,报18.73港元;银河娱乐(00027)涨2.58%,报43.76港元;美高梅中国(02282)涨2.13%,报13.42港元。

消息面上,根据澳门博彩监察协调局数据显示,澳门1月幸运博彩毛收入226.33亿澳门元,同比增长24.0%。据报道,澳门酒店业者表示,目前春节档期酒店预订率和旅行社订单持续攀升,预计春节期间酒店入住率将超过九成,澳门旅游市场迎来接待高峰期。

大摩发布研报称,去年十一黄金周的前五天,澳门日均博彩收入约为11亿澳门元。由于今年农历新年假期的入住率与该时段相若,且平均每日房价(ADR)高约25%,预期今年农历新年假期的博彩收入将与去年十一黄金周相若、甚至更强劲。基于入住率较高,该行预期今年节后需求将延续更长时间,支持其对2月博彩总收入同比增长13%的预期。同时,该行预期行业今年首季的EBITDA将同比增长16%,令市场上调盈利预测。

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