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金沙季績遜預期 純利倒退四成 @ 2012-07-27T07: Back Hot News
Keyword:金沙 收入 澳門
Concept:金沙中國次季 , 澳門7月博彩收入
報告指出,金沙城中心於4月中開幕,預計可帶來3.1億美元的毛博彩收入,市場份額約3.3%,第二季EBITDA達6,200萬美元。但因澳門金沙豪客贏率低,及威尼斯人與百利宮的市場占有率,共計按季下跌2.3個百分點,故料金沙中國第二季物業EBITDA,將按季跌4%至4.37億美元。
賭業股整體弱勢未改。藍籌股金沙中國〔01928.HK〕下跌1.02%;澳博控股〔00880.HK〕逆升1.82%,永利澳門〔01128.HK〕跌1.37%,新濠博亞〔06883.HK〕跌0.34%,美高梅中國〔02282.HK〕微升0.17%。對於澳門上月的博彩收入數字,花旗認為低於預期,由於季節因素,6月份日均收入僅7.78億澳門元,為年內最低,但不能就此而確定是否受到歐洲國家杯影響;預期7月份收入會回升,按年及按月增幅分別7%及11%,至260億澳門元;目前仍以澳博市占率最高,達25.8%,銀娛及金沙次之,美高梅最低,僅9.1%。
長建昨日復牌後股價受壓,並跌穿46.15元的配股價,收市跌6.7%至45.95元。金沙中國(1928)公布今年第二季純利大跌40%,加上市場傳本月澳門博彩收入同比將下跌,令昨日濠賭股下跌,其中金沙收市挫4.9%至21.15元,澳博(0880)收市亦跌3.5%至13.42元。
CIMB在報告中稱,鑒於宏觀環境不利,且7、8月份博彩業毛收入可能不振,近期澳門博彩類股不太有希望跑贏大盤;不過,金沙中國最近的股價低迷已經反映出了上述挑戰。雖然金沙中國股價可能出現大幅波動,但CIMB認為應開始逢低吸納,原因是長期以來該公司在澳門市場都擁有優勢地位。

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