港股异动 | 濠赌股悉数下跌 新濠国际发展(0200.HK)跌逾3%
格隆汇9月16日丨濠赌股悉数下跌,新濠国际发展(0200.HK)、澳博控股跌逾3%,金沙中国跌近3%,银河娱乐、美高梅中国、永利澳门跌逾2%。个股方面,永利澳门料第三季澳门贵宾博彩转码数大幅减少,花旗最新发研报下调其目标价至19港元,评级“买入”;新濠国际发展私有化香港仔饮食的建议及协议安排失效。不过据悉,板块上,对于澳门9月赌收数据,花旗仍维持按年升2%预测,野村料按年增约2-3%,大和亦料按年升3%。里昂此前发研报指,相信澳门博彩业中期前景仍然稳固,因基建设施持续改善,且濠赌股股价调整后估值吸引。予其所研究覆盖所有濠赌股均为“买入”评级,轻微下调对澳门今年赌收预测至按年跌2%,但估计明年赌收可按年升8%。
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