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港股異動 | 濠賭股普跌 澳博控股(0880.HK)跌逾3%領跌
格隆匯 09-25 13:56
格隆匯9月25日丨濠賭股普跌,澳博控股(0880.HK)跌逾3%領跌,新濠國際發展跌逾2%,金沙中國、銀河娛樂跌逾1%。瑞信近日發研報指,預期今年9月博彩總收入按年下跌約90%,儘管更多地區的“個人遊”將於9月23日開放,但並不預期9月博彩總收入出現V形反彈。該行重申對濠賭股的審慎立場,認為股價短期有風險。匯豐證券亦表示,將2020財年的博彩總收入預測由跌64%進一步降至跌80%;預計明年及2022年的博彩總收入將上升,但由於基於對貴賓廳更保守假設,與早前預測分別下降了20%和4%。不過,麥格理認為近期濠賭股股價疲弱是一個買入機會,基於對中場的看法維持正面,較看好金沙中國及新濠國際。

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