港股異動 | 濠賭股延續下跌走勢 機構預期博彩需求維持疲弱
格隆匯2月27日丨今日濠賭股延續下跌走勢,板塊領跌市場。匯彩控股大跌12.5%領跌,新濠國際發展跌4.4%,銀河娛樂、永利澳門、金沙中國均下跌。銀河娛樂午間披露業績,2019年股東應占溢利同比下降3%至130億港元。摩根大通表示,預期澳門賭收於今年首季將按年跌55%至41億美元(料2月及3月各大跌90%及70%),第二季按年跌35%至60億美元。估計澳門今年賭收將按年跌24%至275億美元。並下調對金沙中國和銀河娛樂目標價至45港元和68.5港元。匯豐研究則表示,賭場重開後,博彩需求非常疲弱,主要是由少數貴賓廳玩家所貢獻,中場賭收的貢獻非常有限。認為短期內博彩需求維持疲弱,這是由於個人旅遊計劃繼續暫停,加上賭場玩家的情緒低迷。故相信賭收不能於短期內復甦。
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