濠賭股逆勢普漲 國慶假期消費刺激
格隆匯10月3日丨港股三大指數紛紛下跌,但在國慶假日期間,濠賭股逆勢普漲,其中,澳博控股、永利澳門、美高梅中國漲超2%,銀河娛樂、新濠國際發展漲超1%,金沙中國漲近1%。澳門9月份幸運博彩毛收入221億澳門元,同比增0.6%,扭轉了7、8月的同比下跌走勢;1-9月份幸運博彩毛收入2203億澳門元,同比下降1.7%。大和研報稱,去年受澳門賭場颱風影響而關閉,導致基數較低,澳門9月賭收僅增0.6%令人失望,且預測10月賭收將按年跌3%;不過瑞信則預料10月賭收將按年持平。個股方面,星展首予澳博買入評級,目標價8.78港元;首予銀娛買入評級,目標價62.48港元。
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