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濠賭股三季度業績優異 銀河娛樂溢利升1.9倍 @ 2011-10-23T15: Back Hot News
Keyword:銀娛 第三季 永利澳門 濠賭股
Concept:
濠賭股昨日表現反覆,6大濠賭股昨日早段一度呈現升勢,主要由於該板塊經歷過周一的大洗倉後,部分投資者認為是入市撈底的好時機。銀娛昨日高位升9.1%,永利澳門(1128)最多升8.96%,澳博最多升8.2%,其余升幅亦至少達6%。不過,下午公布的數據令市場失望,亦肯定了早前對當地博彩業放緩的預期,濠賭股全線急挫,最後僅澳博及美高梅維持升勢,其余均見紅收市。金沙中國收報15.1元,跌5.5%,高低位相差2.3元。
濠賭股永利澳門(1128-HK) 第三季盈利增83.6%,股價則跌4.81%;金沙(1928-HK) 跌2.9%;美高梅中國(2282-HK) 跌3.94%;澳博(0880-HK) 跌6.33%;新濠(0200-HK) 跌6.66%;銀娛(0027-HK) 跌3.075%。
濠賭股永利澳門(01128-HK) 跌0.66%;金沙(01928-HK) 升1.17%;美高梅中國(02282-HK) 回升3.72%;澳博(00880-HK) 升5.61%;新濠(00200-HK) 升2.91%;銀娛(00027-HK) 彈2.45%。
高盛則指,第三季業績總體符合預期,反映部分客源被路凼的賭場分流。第三季的EBITDA率下降1.1個百分點至31.1%,可能是因為銀娛旗下的澳門銀河開幕之後,永利澳門增加開支以保持市場份額。加上高盛擔心永利澳門的貴賓業務放緩,因此高盛維持該股的「沽售」評級。
澳門博彩股今日沽壓不輕,銀河娛樂(00027)公布季績後「見光死」,股價低見13.58元,最後跌幅收窄至5.5%收報14.14元。銀娛第三季經調整EBITDA連續第12季度錄增長,達到18億元,同比增長1.9倍,按季增62%。永利澳門(01128)今早市前公布截至9月底止第三季業績,盈利2.1億元美元,增幅達83.6%,惟貴賓廳表現遜於預期,高盛維持沽售評級,股價收報18.8元,跌3.9%。其他濠賭股亦走弱,澳博(00880)跌5.7%報11.92元。

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