港股異動 | 濠賭股普漲 澳門4月賭收同比大增10倍
格隆匯5月4日丨濠賭股普漲,永利澳門、美高梅中國漲超2%,銀河娛樂、新濠國際漲超1%。澳門博彩監察協調局5月1日公佈,澳門4月份幸運博彩毛收入84.01億澳元,同比增長1014.4%,預估為1054.0%。花旗最新發研報指,澳門4月賭收錄得約84億澳門元(下同),相當於2019年同期的36%,大致符合該行預期;料在“五一”黃金週帶動下,5月賭收有望達95億元,約為2019年同期的37%。該行維持對澳門股樂觀立場,首選金沙中國、澳博和銀娛。不過,大和則指澳門4月賭收按月升1.1%,即日均收入2.8億元,復甦慢於預期。該行質疑澳門的5月賭收趨勢可否持續,預期5月日均賭收將為3億-3.2億元。該行建議投資者留意純中場業務以及有新項目落成的博彩營運商,維持對行業的樂觀看法。

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