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港股異動 | 濠賭股全線下跌 銀河娛樂(0027.HK)跌逾4%領跌
格隆匯 09-21 11:15
格隆匯9月21日丨濠賭股全線下跌,銀河娛樂(0027.HK)跌逾4%領跌,永利澳門、新濠國際、金沙中國、美高梅均跌逾3%。瑞信最新發研報指,濠賭股對業務復甦及逐步放寬旅遊限制存有較高期望,而行業正過渡至由更具可持續性的中場市場所帶動,惟料轉型之路漫長且斷斷續續,因此相對於投資者高預期下,板塊有短期風險,下調澳門今年賭收預測至按年跌81%。大和亦認為,內地近期重申打擊賭業中介,導致中介人對現金提取施加了新的限制,新舉動可能會嚴重影響流動性,或令澳門博彩貴賓廳業務進一步下跌。此前大摩亦將澳門博彩股今年税息折舊及攤銷前利潤(EBITDA)預測下調至負值,不過預計行業博彩毛收入年底前將保持改善趨勢,板塊四季度有望達到盈虧平衡。

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