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港股异动|濠赌股普跌永利澳门(1128.HK)跌逾4%领跌
格隆汇 08-05 10:48
格隆汇8月5日丨濠赌股普跌,永利澳门(1128.HK)跌逾4%领跌,澳博控股、金沙中国、新濠国际发展、银河娱乐均跌逾3%,美高梅中国跌近3%。澳门1至7月幸运博彩毛收入1740亿澳门元,同比下降0.9%;7月份幸运博彩毛收入244.53亿澳门元,同比下降3.5%。德银最新发表研报指,7月比较基数较低,但表现仍差过预期,为下半年澳门的表现带来不确定性。料8月赌收最终跌4.8%,预期第三季赌收跌1.1%(之前预测增3.7%),全年跌0.8%(之前预测增1.4%)。瑞信亦指,7月赌收按年跌3.5%,逊于预期原上升2%。澳门贵宾厅因受内地打击网上海外电子赌博业务,以及中介人降低提取资本限额所影响,不过相关需求稳定,相信未来1-2个月可恢复正常水平。
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