港股異動 | 濠賭股午後下挫 澳門今年前3月幸運博彩毛收入同比大降60%
格隆匯4月1日丨濠賭股午後下挫,金沙中國(1928.HK)跌3.35%領跌,澳博控股、銀娛、美高梅跌逾2%,新濠國際發展、永利澳門跌逾1%。午間公佈的數據顯示,澳門1-3月份幸運博彩毛收入305億澳門元,同比下降60%;澳門3月份幸運博彩毛收入53億澳門元,同比下降79.7%。大摩近日發研報預計,澳門博彩毛收入的下滑趨勢可能會在10月份停止,比之前估計的7月更遲。由此,該行已下調澳門博彩企業的盈利預測、每股目標價。其中,下調永利澳門目標價30%至14港元、下調金沙中國目標價25%至33港元、下調銀娛目標價11%至50港元。此外,大摩已將今年澳門博彩毛收入預測由原來估計下跌16%,調整至下滑35%,並因此下調今年税息折舊及攤銷前利潤預測37%。
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