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《大行報告》瑞信:金沙中國季績遜預期 目標價降至25.8元 @ 2012-07-29T03: Back Hot News
Keyword:金沙 收入 澳門
Concept:澳門7月博彩收入
今早金沙(1928-HK)公布第二季收入淨額跌40%,加上市場預測澳門博彩收入或首現倒退,金沙跌近5.4%,為恆指跌幅最大成份股。而未有遵守反洗黑錢行動而遭墨西哥罰款的匯控(0005-HK)亦跌0.24%。除金沙之外,現時恆指成份股17只下跌股份,當中16只跌幅不足1%。
市場消息指,澳門本月博彩收入數據疲弱,全月料按年跌7%至約255億澳門元,為2010年有記錄以來首度按年倒退。濠賭板塊昨日已偷步跌,今日繼續下挫。
金沙中國(1928)公布第二度業績,收入雖然較上年同期增加2.7億美元,但利潤卻減少約8000萬美元,大幅減少40%,主要因賭注及賭場贏款減少以及期內澳門地皮錄得1億美元的非現金減值虧損。金沙繼昨日跌2.8%後今早再跌約6%,正沿著5月下旬至今的下降通道上落,走勢疲弱,通道底部支持現約20元。如看好,可候低留意金沙認購19438,行使價28元,明年7月上旬到期,實際槓桿約3.9倍,引伸波幅約49.6%。
早前炒過一輪的濠賭股明顯受壓,市傳指澳門本月博彩收入數據疲弱,全月料按年跌達7%,即約255億澳門元,可能系自2010年有紀錄以來首度按年倒退。濠賭股昨繼續下挫。金沙中國(1928)收市跌4.9%、澳博(0880)跌3.5%、美高梅(2282)下跌3.4%、永利澳門(1128)跌3%、銀河娛樂(0027)跌2.8%,新濠國際(0200)跌2%。慕容虎

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