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港股異動 | 濠賭股普漲 澳門10月賭收同比減少3%符合預期
格隆匯 11-04 10:13
格隆匯11月4日丨濠賭股普漲,美高梅(2282.HK)升2.83%領漲,澳博控股、新濠國際發展漲逾2%,金沙、銀娛、永利澳門漲逾1%。澳門10月份幸運博彩毛收入264億澳門元,同比下降3.2%。澳門1-10月份幸運博彩毛收入2467億澳門元,同比下降1.8%。瑞信發研報指,澳門10月份博彩收益按年減少3%,符合市場預期。日均博彩收益為8.53億元,按月增加16%,與季節性增幅大致相符。在黃金週之後,需求在月底逐漸減少,亦符合季節性的情況。展望第四季,該行相信未來的政策背景將會對澳門濠賭業更有利。隨着連接澳門的基建設施大致完工,加上橫琴島最近租予澳門49年,看到了支持澳門轉型為世界旅遊中心的政策好處,並能更好地連接大灣區。該行認為市場預期偏低、估值不高,以及穩定的基本面將會為濠賭股在未來跑贏大市奠下基礎。
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