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港股异动︱濠赌股悉数下跌中期业绩公布在即大行降赌收预期
格隆汇 07-22 13:27
格隆汇7月22日丨濠赌股悉数下跌,美高梅中国(2282.HK)跌3%领跌,银河娱乐、永利澳门跌逾2%,金沙中国、澳博控股跌逾1%。即将进入中期业绩发布期,其中,美高梅中国将于下周四(8月1日)举行董事会会议以审议批准中期业绩;澳博控股将于8月9日举行董事会会议以批准中期业绩及其刊发。里昂最新发表研报指,预期二季度受博彩收入疲弱拖累,博彩企业次季盈利维持呆滞,料整体EBITDA将按年升2%,贵宾厅收入则按年跌11%,但整体而言估值仍吸引。该行展望下半年仍较缓慢,将今年博彩收入增长预测降至3%,预期中场表现仍具弹性,而随着贵宾厅复苏,料2020年博彩收入增速将加快至9%。
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