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港股異動 | 濠賭股全線上漲 澳門10月賭收勝預期獲多家機構看好
格隆匯 11-05 10:05
格隆匯11月5日丨濠賭股延續近期漲勢,金沙中國(1928.HK)漲近3%領漲,美高梅中國、澳博控股、銀河娛樂等漲超2%。澳門博監局近日公佈,澳門10月份幸運博彩毛收入72.7億澳門元,同比下降72.5%,預估下降74%;較9月的22.11億澳門元環比增約2.29倍。數據公佈後,花旗發研報指10月賭收數據優於該行及市場預期,顯示行業復甦信號穩固,料11月賭收按年跌78%,因期內“黃金週”效應消退。大摩則認為,澳門10月賭收復蘇較預期強,因高端中場復甦所帶動,料末季行業EBITDA收支平衡。相信在未來數月訪客數字改善帶動下,將有助澳門賭股表現。

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