港股异动 | 博彩股再度走低 大摩预期5月起博彩收入将放缓 二三季度录得EBITDA负增长

智通财经
Mar 30

智通财经APP获悉,博彩股再度走低,截至发稿,金沙中国(01928)跌3.96%,报26.27港元;澳博控股(00880)跌3.24%,报2.09港元;新濠国际发展(00200)跌3.17%,报3.67港元;银河娱乐(00027)跌2.65%,报34.5港元。

花旗发表研究报告指,行业数据显示,澳门3月首22日的赌收或达约156亿澳门元,意味着过去一周的日均赌收约为7.21亿澳门元,较3月9日当周高出约3%,并较去年3月高出约14%。该行维持澳门3月赌收达220亿澳门元的预测。

大摩则表示,预期短期内澳门博彩股将跑输大市,预计今年澳门博彩收入增长6%,EBITDA仅增长2%,低于市场预期及同比转弱。因下半年博彩收入受基数效应影响,增长将放缓,且基本中场持续疲弱。该行预期5月起博彩收入将按年增长放缓,而第二及第三季更会录得EBITDA负增长。

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