港股異動 | 濠賭股集體重挫 永利澳門(1128.HK)跌逾13%
格隆匯3月15日丨濠賭股跌幅擴大,永利澳門(1128.HK)跌逾13%,新濠國際發展、金沙中國跌逾11%,銀河娛樂、澳博控股跌逾10%。消息面上,澳門《博彩法》修訂草案建議承批公司及其子公司上市流通股總數不能超過公司總股份30%,持有5%的公司股東,更不可交叉持有其他承批公司股份。澳門行會成員陳澤武表示,目前六家承批公司均沒有上市,而是其母企上市,並不是條文監管範圍內,然而將來若承批公司上市後,其餘持70%非流通股股東的資料須每年向政府提交,包括股東身份及出資額等,以防有人控制承批公司。此外,3月以來,在內地疫情反覆多發、赴澳簽註收緊等因素疊加下,旅客量較2月下半月回落。澳門旅遊業議會會長鬍景光表示,近日訪澳旅客跌至1.5至2萬人次。內地多個省市爆疫,居民審慎出遊,短期旅遊業仍面臨壓力。胡景光指出,自新變種病毒出現以來,今年內地多個省市先後出現不同程度的疫情,較為嚴重的有廣東省及上海市等,都是澳門主要內地客源市場。花旗最新發研報指,根據行業消息,澳門今年3月首十三日的博彩收入料約19億澳門元,意味過去一週日均賭收下跌至約1.14億澳門元,較3月首六日的日均約1.83億澳門元減少38%,相信主要是受到內地最新疫情(包括廣東)的影響。該行表示,澳門要求來自內地受影響區域的旅客在指定地點隔離14日,目前有關限制適用於來自廣東主要城市的旅客包括廣州、深圳、東莞及中山,政府亦建議市民避免旅行。為反映最新趨勢,花旗下調澳門3月博彩收入預測,由70億澳門元降至45億澳門元。

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