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Gambling 2024-01-26T11:48 財經茄呢啡 港股濠賭股普跌,新濠國際跌近5%領跌,美高梅中國、永利澳門跌逾2%,澳博控股跌逾1%。澳門博彩監察協調局近日發布,澳門9月幸運博彩毛收入22.11億澳門幣,同比下滑90%,預測下滑86%。
Gambling 2024-01-22T11:43 財經茄呢啡 港股今年來表現未如理想,摩根士丹利指出,濠賭股是內地經濟回軟的「避風港」,因濠賭股的企業表現較內地其他消費行業更具韌性,有信心濠賭股今年中場賭收繼續增加,加上行業估值吸引,因此保持睇好濠賭股,而行業早前出現的倍數調降已過度,認為今年投資濠賭股時,首要揀選市場占有率增長及具更大營運槓桿效益的個股。
Gambling 2024-01-21T11:47 財經茄呢啡 港股今年來表現未如理想,摩根士丹利指出,濠賭股是內地經濟下挫的「避風港」,因濠賭股的企業表現較內地其他消費行業更具韌性,有信心濠賭股今年中場賭收繼續增加,加上行業估值吸引,因此保持睇好濠賭股,而行業早前出現的倍數降低已過度,認為今年投資濠賭股時,首要揀選市場占有率增加及具更大營運槓桿效益的個股。
Gambling 2024-01-19T11:43 財經茄呢啡 港股今年來表現未如理想,摩根士丹利認為,濠賭股是內地經濟下挫的「避風港」,因濠賭股的企業表現較內地其他消費行業更具韌性,有信心濠賭股今年中場賭收繼續增加,加上行業估值吸引,因此保持睇好濠賭股,而行業早前出現的倍數調降已過度,認為今年投資濠賭股時,首要揀選市場占有率增長及具更大營運槓桿效益的個股。
Gambling 2024-01-18T11:47 財經茄呢啡 港股今年來表現未如理想,摩根士丹利指出,濠賭股是內地經濟下跌的「避風港」,因濠賭股的企業表現較內地其他消費行業更具韌性,有信心濠賭股今年中場賭收繼續增加,加上行業估值吸引,因此保持睇好濠賭股,而行業早前出現的倍數降低已過度,認為今年投資濠賭股時,首要揀選市場占有率增加及具更大營運槓桿效益的個股。
Gambling 2024-01-08T11:43 財經茄呢啡 澳門成為具消費力的內地游客好去處,賭收表現勝市場預料,市場睇好2024年濠賭板塊的營收繼續節節上揚。然而賭企營運、資本開支亦隨生意好而上揚,利潤和派息能力略受影響。市場下一步關注春節假期的澳門市況。
Gambling 2024-01-08T11:43 財經茄呢啡 現時前景較正面的行業非濠賭股莫屬,澳門12月和去年全年賭收均勝市場預期,今年政府賭收目標也高於過市場預期,投資者早前擔憂缺少貴賓廳生意會打壓行業,惟最終仍可起死回生,賭收已重回疫情前約八成,令板塊值得睇好。
Gambling 2024-01-05T11:52 財經茄呢啡 濠賭股為等待復蘇的收息股,而澳門昨天發布的12月博彩收入按月增16%至186億元(澳門幣.下同),按年大增4.3倍。摩根大通最新發表研究報告指,12月濠賭收高於市場預計的170億至175億元,意味日均賭收為5.99億元,為自澳門重新開放以來,復蘇率首次達到2019年水平的80%以上。
Gambling 2024-01-04T11:51 財經茄呢啡 濠賭股為等待復蘇的收息股,而澳門昨天發布的12月博彩收入按月增16%至186億元(澳門幣.下同),按年大增4.3倍。摩根大通最新發表研究報告指,12月濠賭收高於市場預料的170億至175億元,意味日均賭收為5.99億元,為自澳門重新開放以來,復蘇率首次達到2019年水平的80%以上。
Gambling 2024-01-04T10:17 財經茄呢啡 澳門的貴賓博彩市場自前年大洗牌後,逐步恢復,不過澳門的博彩中介人數目自2022年初的46人,到最新只有18名博彩中介人續牌,為歷年有公布紀錄以來博彩中介人數目見新低。
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