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永利第四季少賺18% 市占率跌 @ 2013-02-02T10: Back Hot News
Keyword:博彩 永利澳門 股價 收入 遜預期
Concept:匯控售平保中保監
歸根究底,澳門政府每月定期公布博彩收入數據,在眾多高啤打值的板塊中,濠賭股業績能見度較高,難怪股價長升長有。
澳門公布1月份博彩收入只有269億澳門元,按年升7.3%,但按月就跌4.9%,也算符合市場預期,加上春節期間澳門酒店的訂房爆滿,濠賭股普遍向上,新濠國際(0200)大升8.3%,新濠環彩(8198)升5%,澳博(0880)升2.1%。惟獲多間大行唱好的金沙(1928)要跌0.1%,永利(1128)第四季少賺18%至近2億美元,股價跌2.3%。澳博行政總裁蘇樹輝預期,農歷年間賭場將客似雲來,中國人喜愛於新年賭博,以求好兆頭,故料濠賭股在春節期間收入將不俗。
2012年是銀娛豐收的一年,受惠澳門博彩收入突破3,000億元,銀娛主席呂志和身家水漲船高,《福布斯》估計其財富1年內倍增至736億元,全港排第5名。銀娛股價去年升幅達113%,跑贏同行;若以08年低位計,股價至去年底累積升了52倍,目前市值僅低於藍籌股金沙中國(01928)。去年恆指季度檢討,銀娛曾是熱門之一。

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