港股異動丨濠賭股普漲 永利澳門(1128.HK)升逾5%領漲
格隆匯10月24日丨濠賭股午後走強,永利澳門(1128.HK)升逾5%領漲,美高梅中國漲逾3%,金沙中國、新濠國際發展漲逾2%,銀娛漲逾1%。個股方面,金沙中國第三季淨收益總額同比下滑2%至21.1億美元,淨收入持平為4.54億美元;澳博控股下週二(29日)將發財報。板塊上,全國人大常委會擬授權澳門對橫琴口岸澳方口岸區及相關延伸區實施管轄。此外,摩通近日發研報稱,雖然濠賭股的需求一直不振,加上在競爭加劇下短期前景仍然不穩,但認為現時的估值水平對長期投資者而言是買入良機,覺得現時的困境只是暫時性及週期性。該行對第四季的澳門博彩業預測維持不變,料博彩收益將會按年下跌8%,隨後第一季的表現將會持平,並在4月份之後出現正面的增長。有些投資者或會對接下來數季的中場收入放緩感到失望,但該行認為不必對此過分解讀。
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