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港股异动丨濠赌股延续跌势 永利澳门(1128.HK)跌逾3%领跌
格隆汇 10-14 09:43
格隆汇10月14日丨濠赌股延续跌势,永利澳门(1128.HK)跌逾3%领跌,新濠国际跌逾2%,美高梅、澳博跌逾1%。澳门旅游局资料显示,今年十一黄金周累计八天访澳旅客合共15.63万人次(日均值1.95万人次按年跌86%),其中内地旅客14.54万人次(日均值1.82万人次按年跌84%)。瑞信最新发研报指,预期澳门今年10月赌收料按年下跌78%至79%,其中中场料跌73%至75%,贵宾厅由于赢率较低,赌收料下跌约90%。该行重申对濠赌股谨慎看法,认为虽然内地往澳门个人游已重开,但需求前景仍然疲弱。若赌收在所有签证重开一至两个月后,即10月底及11月未能有显著复苏,相信行业相关股份的盈利及股价在短期有下跌风险。

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