港股异动 | 博彩股集体走低 春节假期澳门日均赌收逊预期 花旗下调2月赌收预测

智通财经
Feb 24

智通财经APP获悉,博彩股集体走低,截至发稿,美高梅中国(02282)跌4.06%,报13.01港元;新濠国际发展(00200)跌4.21%,报4.55港元;金沙中国(01928)跌3.04%,报18.18港元;永利澳门(01128)跌1.68%,报5.84港元。

花旗发布研报称,根据行业消息来源,澳门2月首22天的博彩收益总额可能已达约143亿澳门元,虽然农历新年第四至第六天的博彩收益表现强劲,每日约12亿至13亿元,但该周首四天的贵宾厅赢率显著低于正常水平。根据行业消息来源,贵宾厅博彩量按月下跌约8%至10%,中场博彩收益按月下跌约10%至12%。由于农历新年前趋势较预期疲弱,该行将2月博彩收益预测由200亿元下调至195亿元,按年下跌1%。

瑞银也表示,根据其渠道调查显示,春节假期(2月16日至22日)期间,澳门日均赌收约为7.86亿澳门元,低于市场预测每日约9亿至9.5亿澳门元。虽然初期需求疲软,但最后三天(20日至22日)的成交额增速加快,每日达到12亿至13亿澳门元,按年上升约10%至15%,令本月至今的日均赌收约为6.5亿澳门元,但仍按年下跌约8%,按月下跌约11%。

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