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港股異動 | 濠賭股全線下跌 澳博控股(0880.HK)跌約4%
格隆匯 05-06 09:52
格隆匯5月6日丨濠賭股全線下跌,澳博控股(0880.HK)跌約4%,新濠國際跌逾2%,金沙中國、美高梅中國、永利澳門均跌逾1%。個股方面,澳博控股今年首季經調整EBITDA虧損擴大至3.19億港元,遜預期。績後遭里昂、美銀證券分別降其目標價至10.82及12.4港元。板塊上,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84.01億元(澳門元,下同),同比增長1014.4%。大和總研發研報指,澳門4月份博彩毛收入按月升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。大和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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