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港股異動 | 濠賭股普跌 機構料澳門4月賭收按年跌逾九成
格隆匯 04-21 10:30
格隆匯4月21日丨濠賭股普跌,永利澳門、金沙中國跌逾4%,新濠國際發展、美高梅跌逾3%,澳博控股、銀娛跌逾2%。中金近日發研報指,受累於中港兩地因新冠疫情而實施旅行限制。預計澳門4月份博彩毛收入同比降幅超過90%,該行將澳門2020年博彩毛收入預測由按年增長3%下調至按年下降39%。不過,中金將銀河娛樂評級上調至“優於大市”,維持53.8港元目標價不變,認為銀娛有望在新冠疫情後跑贏同行、長期增長潛力佳、資產負債表健康。報告還指,中國內地和香港遊客2019年分別佔澳門總遊客數量的71%和19%,該行將澳門博彩股2020財年盈利預測下調46%、2021財年下調17%。
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