港股異動 | 濠賭股普跌 澳博控股(0880.HK)跌近3%領跌
格隆匯10月9日丨濠賭股普跌,澳博控股(0880.HK)跌近3%領跌,美高梅中國、永利澳門跌逾2%,銀娛、新濠跌逾1%。今年十一黃金週期間,訪澳內地旅客為798,443人次,同比增長9.4%;同期總訪澳旅客為984,996人次,同比增長11.5%。不過,中金估計,受貴賓廳業務拖累,今年黃金週期間澳門日均博彩收入按年下跌11%,10月總博彩收入或跌5%至10%。此前麥格理亦料澳門黃金週賭收按年跌10%至15%。此外,大和亦指在黃金週第三日後,訪澳內地客量增長較總旅客量增長為慢,令人失望。預期澳門10月賭收按年跌3%至265.08億澳門元,相等於日均賭收為8.55億澳門元。重申對行業正面看法,但需留意旅客量增長放慢、人民幣持續貶值,以及澳門機場直飛航線成長期較慢的因素。
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