港股異動 | 濠賭股集體下跌 澳門10月幸運博彩毛收入同比下降40%
格隆匯11月1日丨濠賭股集體下跌,美高梅中國(2282.HK)跌逾3%,澳博控股跌逾2%,新濠國際、永利澳門、金沙中國、銀河娛樂跌逾1%。 澳門博彩監察協調局今日午間公佈,澳門10月份幸運博彩毛收入同比下降40%,預估下降42%;澳門1-10月幸運博彩毛收入增長57.3%。里昂近日發研報指,第三季濠賭股的盈利表現將較弱,但目前應聚焦在賭牌方面的進展。該行降貴賓廳預期,相信至2023年第四季只恢復至2019年第四季的40%,降2021及2022年賭收預測分別9%及7%,至1,470億澳門元及2,120億澳門元,以及降EBITDA預期34%及5%。此前瑞銀亦指,降賭業股2023年EV/EBITDA倍數,由12.5倍降至10.1倍,目標價平均下調24%,全部維持“買入”評級,當中較看好金沙中國和銀河娛樂,並列行業首選。

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