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Gambling 2024-07-24T11:45 財經茄呢啡 濠賭股逢內地長假多會成為炒作對象,但近期板塊弱勢,市場對其再受惠假期因素的憧憬亦下挫。黃偉康相信,澳門賭業疫後復蘇情況不似預料,在整體賭收不強下板塊沖高下挫,惟當中美高梅受惠市占攀升刺激股價,而濠賭業首季數據亦反映中場收入創紀錄,利好以中場和度假村業務為主的美高梅,吁可吼12.5元賣入。
Gambling 2024-07-24T11:45 財經茄呢啡 已故賭王何鴻燊曾雄霸澳門賭業40年,今日家族成員在博彩業上仍具影響力,但旗艦澳門博彩控股有限公司的市占率已大不如前,市場泰半被外來者瓜分,昔日主宰澳門賭業的時代一去不返。
Gambling 2024-07-18T11:43 財經茄呢啡 澳門7月開局博彩收入略顯牛皮,濠賭股普遍走低;三大航司仍處經營虧損狀態,航空股下降明顯;體育用品股、餐飲股、家電股、互聯網醫療股、藥品股、汽車股、紙業股、光伏股等全天表現低迷。
Gambling 2024-07-18T11:06 財經茄呢啡 中信里昂預期,澳門博彩企業第二季度EBITDA按季跌4.7%至19.34億美元,同時調低2024年及2025年的博彩收入預測3%及5.3%,分別降至286億及297億美元。最近打擊換錢黨行動會影響投資者情緒,預期不明朗情況會延續至暑假檔期,人民幣弱勢亦影響濠賭股估值。
Gambling 2024-07-18T11:06 財經茄呢啡 澳門博彩第二季度貴賓博彩收入達133.12億元澳門元,佔季內整體博彩收入23.6%;上半年度整體貴賓博彩收入達276.9億元,佔期內博彩收入24.3%。
Gambling 2024-07-17T11:50 財經茄呢啡 濠賭股逢內地長假多會成為炒作對象,但近期板塊弱勢,市場對其再受惠假期因素的憧憬亦下挫。黃偉康相信,澳門賭業疫後復蘇情況不似預計,在整體賭收不強下板塊沖高下挫,惟當中美高梅受惠市占攀升刺激股價,而濠賭業首季數據亦反映中場收入創紀錄,利好以中場和度假村業務為主的美高梅,吁可吼12.5元賣入。
Gambling 2024-07-10T11:51 財經茄呢啡 摩根士丹利料第二季澳門博彩企業的除息稅、折舊及攤銷前盈利(EBITDA)水平會比市場預期水平為差,估計按季跌4%。估計只有銀河娛樂(0027)的表現會好過預期, EBITDA會按季有8%增長。
Gambling 2024-07-10T11:50 財經茄呢啡 截至今年6月底上半年,澳門政府錄得博彩稅收入447.89億元澳門元,按年增加67.18%。6月份單月的博彩稅收入達77.79億元,亦按年增長29.09%,按月則增長8.7%。
Gambling 2024-07-10T11:49 財經茄呢啡 濠賭股逢內地長假多會成為炒作對象,但近期板塊弱勢,市場對其再受惠假期因素的憧憬亦下滑。黃偉康相信,澳門賭業疫後復蘇情況不似預計,在整體賭收不強下板塊沖高下滑,惟當中美高梅受惠市占攀升刺激股價,而濠賭業首季數據亦反映中場收入創紀錄,利好以中場和度假村業務為主的美高梅,吁可吼12.5元賣入。
Gambling 2024-07-10T11:49 財經茄呢啡 6月較早時間澳門賭業股投資心理,在一定程度上受較差的賭收數據所影響,6月整月賭收數據對辦,料受市場所歡迎。隨著夏季季節性旺季及多項政策放寬,高盛料未來數個月澳門賭收逐漸復蘇。
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