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港股異動 | 濠賭股悉數下跌 美高梅中國(2282.HK)跌4%領跌
格隆匯 02-24 15:23
格隆匯2月24日丨濠賭股悉數下跌,美高梅中國(2282.HK)跌4%領跌,銀娛跌3.93%,澳博、新濠跌逾2%,金沙、永利澳門跌逾1%。匯豐研究今日發研報指,目前濠賭股估值只較疫情前低0.5至1個百分點,但未來賭收前景仍然是不確定,因此不建議投資者追入。部份賭場於2月20日恢復營業,但在可見的將來,大部份遊客仍然不能或不願意到訪,而在2月17日,遊客量對比12月跌96%,酒店入住率只有11.6%。澳門需要回復正常業務,需要看餘下12間賭場和29間酒店重開時間、個人遊特別是團體的恢復時間、非博彩的娛樂設施重開時間、公眾對疫情重拾信心的時間,故相信賭收不能於短期內復甦。此前瑞銀亦料澳門賭場重開對EBITDA無實質性貢獻,因中場業務仍然受內地限制簽證之影響。繼續認為市場對行業反應過度,相信行業增加酒店供應、新的輕軌都有助中場增長及重估。
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