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Galaxy Entertainment Group Limited 2021-10-23T15:00 財經茄呢啡 濠賭股逆市向下,藍籌股銀娛 跌1%;金沙 跌逾1%。另外,美高梅 、新濠 跌逾1%;澳博 跌0.5%;永利 升0.4%。
Galaxy Entertainment Group Limited 2021-10-23T15:00 財經茄呢啡 港股科技股「回血」搶眼,還是BITCOIN挑戰67000美元搶眼?臨近年底,港股今年「走樣」的板塊,近日都走勢回勇,除了阿里系,其他科技股、賭股及部份的收租股均回升,例如金沙 、銀娛 、九倉置業 等,共通點均是消費板塊,就連海底撈 都連升一個星期,或反映內地經濟數據及近期官方穩供電及經濟的措施,得市場的睇好。不過,恆大 問題仍困擾市場。
Galaxy Entertainment Group Limited 2021-10-21T14:45 財經茄呢啡 大和最新發研報指,預估澳門第三季博彩行業經調整EBITDA按年跌89%,當中以銀河娛樂跌幅最大,並因疫情持續而降賭收和利潤預估,但重申對行業正面的看法,調高各公司評級至「買進」,銀娛和金沙中國為首選,上望空間分別達38.3%及73.4%。該行相信新的法例對中場有幫帶動的EBITDA影響輕微、6家賭企未獲賭牌的風險較低。
Galaxy Entertainment Group Limited 2021-10-16T14:18 財經茄呢啡 疫情令澳門第三季賭收按季跌約26%,因此行業稅息折舊及攤銷前利潤回落料不令市場意外。而在賭股中,該行首選銀娛,料其第三季EBITDA表現為同業中最佳。此外,該行預期澳門全年賭收為893億澳門幣,相當於2019年約31%的水平,預料至2022年將按年恢復約88%,至1,680億澳門幣,預期行業EBITDA至2023年才可恢復至疫前水平。該股現報40.35港元,最新總市值1757.5億港元。
Galaxy Entertainment Group Limited 2021-10-14T14:49 財經茄呢啡 餐飲旅游及濠賭股:逆市造好,海底撈升1.2%;九毛九彈4.9%;永利澳門升4.8%;華住集團升3.4%;奈雪的茶升2.4%;金沙中國升2.4%;銀娛升1.5%;復星旅游文化升3%。
Galaxy Entertainment Group Limited 2021-10-12T14:51 財經茄呢啡 而在賭股中,該行首選銀娛,料其第三季EBITDA表現為同業中最佳,預料澳博控股由於旗下全新綜合渡假村「上葡京」於期內開業,料季度EBITDA虧損顯著擴大。
Galaxy Entertainment Group Limited 2021-10-12T14:51 財經茄呢啡 疫情令澳門第三季賭收按季跌約26%,因此行業稅息折舊及攤銷前利潤回落料不令市場意外。而在賭股中,該行首選銀娛,料其第三季EBITDA表現為同業中最佳。此外,該行預料澳門全年賭收為893億澳門幣,相當於2019年約31%的水平,預料至2022年將按年恢復約88%,至1,680億澳門幣,預料行業EBITDA至2023年才可恢復至疫前水平。該股現報40.35港元,最新總市值1757.5億港元。
Galaxy Entertainment Group Limited 2021-10-12T14:51 財經茄呢啡 餐飲旅游及濠賭股造好,海底撈升1.8%;九毛九升5.8%;永利澳門升4.1%;華住集團升3.3%;奈雪的茶升3.7%;金沙中國升1.6%;銀娛升0.5%;復星旅游文化升3.7%。
Galaxy Entertainment Group Limited 2021-10-12T14:51 財經茄呢啡 澳門因應疫情宣布明日零時起關閉部分娛樂場所,惟不包括賭場,濠賭股仍下跌,金沙跌3.1%;銀娛跌2.1%。
Galaxy Entertainment Group Limited 2021-09-28T15:15 財經茄呢啡 「十一」黃金周前夕,澳門收緊疫情防控,市場普遍擔心當地博彩業受影響,濠賭股昨天捱沽。銀娛跌3.6%,收報38.8元;金沙中國跌4.01%,收報14.86元;永利澳門挫4.5%,收報6.16元。
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