港股異動 | 濠賭股普漲 澳門上週賭收有所改善
格隆匯10月20日丨濠賭股午後漲幅擴大,美高梅中國(2282.HK)漲超3%領漲,新濠國際漲近3%,金沙、銀娛等跟漲。據悉,澳門上週(10月12日至18日)的日均賭收為約2億澳門元,表現較10月8-11日有所改善。麥格理最新發研報指,渠道調查顯示過去一週訪客量有改善,估計澳門將稍後公佈訪澳人數,料將達每日2萬-2.5萬人次,與之前黃金週表現相近。該行仍料直至今年第四季尾賭收勢頭將繼續趨升,認為廣東的旅客升勢只是剛剛開始。花旗亦指,上週賭收是受到更佳的到訪人數及貴賓廳贏率所推動,相信澳門博彩行業中場業務的復甦會較貴賓廳為快。不過,該行並不預期行業賭收在簽證完全恢復之前可全面復甦,維持澳門10月賭收為60億澳門元的預測,即按年跌77%。
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