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Melco International Development Limited 2020-06-05T09:36 財經茄呢啡 新濠國際(0200)業務表現一直偏好,但由於只持有新濠博亞股權,市場較少留意。新濠國際股價在14元至17元水平橫行多時,近日開始向上突破,走勢較3隻外資股為佳,現價相對疫前高位當有30%空間。尤其是美國上市的新濠博亞明顯破位向上,若股價回落,可趁低吸納。
Melco International Development Limited 2020-06-04T15:23 財經茄呢啡 該名台灣豪客在2月起逗留在澳門,是澳門「龍頭」貴賓廳的一名大客,曾於4月在永利皇宮「有斬獲」,到5月轉戰新濠天地,先後涉足中場、公司廳和貴賓廳,但運氣變差,單單在5月輸掉的金額,占整月賭收近三成,以此推算接近5.29億元澳門,成為賭收「貢獻功臣」。
Melco International Development Limited 2020-06-04T15:23 財經茄呢啡 賭業股仍跑出,金沙續是升幅最大藍籌,現揚4.2%;銀娛升1.1%;新濠揚3.7%;永利彈升4.5%;美高梅與澳博各升2.3%。
Melco International Development Limited 2020-06-04T15:23 財經茄呢啡 這名台灣賭客憑著超旺的手氣,在4月份讓澳門賭場「永利皇宮」大失血,未料這名賭客上月轉戰至「新濠天地」卻衰運連連,1個人輸掉的錢足足撐起了澳門賭場5月份的3成營收。
Melco International Development Limited 2020-06-04T15:23 財經茄呢啡 新濠國際重要透過美國納斯達克證券交易所上市的新濠博亞娛樂(MLCO-US)經營澳門的博彩業務。新濠博亞娛樂的資金包括:澳門路潭「新濠天地」的貴賓廳博彩業務、路潭「新濠影匯」的中場博彩業務、潭仔「澳門新濠鋒」的高注碼市場、「摩卡娛樂場」、菲律賓的新濠天地(馬尼拉)以及塞浦路斯的「CITY OF DREAMS MEDITERRANEAN」等等。此外,新濠國際也經營其他業務,包括社交游戲平台等。
Melco International Development Limited 2020-06-04T15:23 財經茄呢啡 在何猷龍接手後,2006年,新濠國際發展旗下子公司新濠博亞以9億美元購得了澳門最後一張賭牌。同年4月,新濠國際發展宣布將投資200億人民幣,興建亞洲最大的休閒綜合體新濠天地;12月,子公司新濠博亞赴納斯達克上市,融資超20億美元。
Melco International Development Limited 2020-06-02T15:14 財經茄呢啡 濠賭業「冰河期」已持續約4個月,包括金沙中國、永利澳門及新濠博亞,早前已宣布暫時停止派息。他指出,濠賭股停止派息與其財務狀況關系不大,故宣布暫時停止減息時,股價未有太大反應,「不是他們沒有能力派息,而是社會觀感的問題。當你說經營很困難時,但又能派息回饋股東?」他估計,若年內濠賭業出現合理復蘇,濠賭股恢復派息的時間會較市場估計更早,同一時間派息額亦會即時回復至原有水平。
Melco International Development Limited 2020-06-02T15:14 財經茄呢啡 5月賭收數據發布後,賭股普遍上漲,金沙升2.2%,永利升3.1%,澳博升4.2%,美高梅升2%,新濠升4.7%,銀娛升4.1%。
Melco International Development Limited 2020-06-02T15:14 財經茄呢啡 當局發布5月份賭收數據後,今天「濠賭股」全線上揚,其中金沙中國的收市價為30.6元,上揚1.49%;永利澳門收報13.46元,升2.75%;澳博控股收報8.94元,升3.83%;美高梅中國報9.3元,升1.52%;新濠國際發展15.2元,升3.97%;銀河娛樂54.7元,升4.59%。
Melco International Development Limited 2020-06-02T15:14 財經茄呢啡 澳門5月賭收按年急瀉93.2%,按月卻顯著回升1.3倍,加上粵港澳三地將商討逐步通關,可能顯示最壞時間已過去。濠賭股全線造好,銀河娛樂急漲4.6%,至54.7元收市;金沙中國及美高梅中國均上揚1.5%,分別報30.6元及9.3元;新濠國際上漲4%,報15.2元;永利澳門升近3%,報13.46元;澳博控股上漲3.8%,報8.94元。
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