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《看通窩輪》博彩7月收入傳或倒退,可低吸濠賭股窩輪 @ 2012-07-27T05: Back Hot News
Keyword:澳門 惠譽
Concept:澳門博彩業今年 , 澳門2012年博彩收入增長預測
澳門博彩:金沙中國(01928)第二季純利跌40%至1.6億美元(約12.5億港元),遜市場預期,全日股價受壓,跌4.9%報21.15元。其他濠賭股亦被拖累,澳博(00880)跌3.5%,永利(01128)跌3%。美高梅(02282)跌3.4%。評級機構惠譽發表報告,再調低今年澳門博彩收入增長預測,由原先估計增長15%調低至10-12%,以反映該行對短期中國經濟放緩的審慎看法。
事實上,澳門賭業股上月底亦曾急挫,銀河、金沙和永利分別跌3%至至5.8%不等,不過股份及至上周五已錄得明顯反彈。如投資者認為市場對澳門博彩收入增幅遜預期的消息反應過大,股份在低位有機會現支持並呈反彈,可留意以下澳門賭業股的認購證選擇:
惠譽下調澳門全年博彩收入預期,賭業股受壓,金沙中國季度盈利倒退,股價跌近半成。

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