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港股異動 | 濠賭股走低 機構削澳門今年賭收預測
格隆匯 01-11 11:59
格隆匯1月11日丨濠賭股全線下跌,澳博控股、美高梅中國皆跌近3%,金沙中國、銀河娛樂跌超2%,永利澳門等均有跌幅。大摩削澳門今年賭收預測10%,一舉降美高梅中國評級至減持評級。大摩料濠賭股今年上半年及下半年表現有別,上半年,旅客入境量料呆滯,與去年末季相若,為今年賭收及EBITDA預測帶來向下重評壓力。麥格理稱,今年首季澳門股有多項負面因素,包括上半年收入預期按年跌35%:短期旅遊限制鬆綁的可能性低。2020年12月博彩收入78.18億澳門元,同比大跌65.8%,為連續第15個月下挫。

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