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內地城鎮居民收入續升濠賭股長遠有支持 @ 2013-02-04T08: Back Hot News
Keyword:博彩 永利澳門 收入 股價 遜預期
Concept:永利澳門第四季 , 澳門1月博彩收入遜預期
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。
金沙中國(01928.HK)和永利澳門(01128.HK)先後披露上季業績,永利純利倒退一成八,股價跌百分之二,報21.25元,跌0.5元。反觀,金沙純利增長五成二,利好股價最多升百分之二,創新高見39.95元,中午收報39.3元,升0.2元。其他澳門賭業股亦有支持,銀河娛樂(00027.HK)亦創新高,高見35.7元,中午報35.25元,升0.3元。澳博控股(00880.HK)升百分之二,報21.6元,新濠國際(00200.HK)升百分之四。證券商高盛指,永利上季博彩收入倒退百分之二,遠差過行業的百分之八增幅,並造成市占率流失,旗下金光大道項目要到二零一七年才能實現,面對激烈競爭,今年能保持市占率已不俗。高盛將永利今明兩年盈利預測調低百分之二,目標價稍降至23元,維持中性評級。摩根士丹利則認為,金沙上季經營溢利好過預期,雖然旗下金沙城中心未見太大驚喜,但整體季績表現強勁,增長動力仍在,即使現價估值已高於同行,仍重申增持評級。
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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