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Gambling 2023-07-03T10:34 財經茄呢啡 澳門6月份博彩毛收入152.07億澳門幣,同比增加513.9%;1-6月份博彩毛收入801億澳門幣,同比增加205.1%。
Gambling 2023-07-02T12:05 財經茄呢啡 端午假期數據未能穩定投資者信心,濠賭股周二逆市向下,收市藍籌銀娛及金沙均微跌,銀娛跌至200天線有支撐,金沙則穩守在250天線之上,趁跌博反彈睇好金沙可留意金沙認購,行使價32.05港元,23年11月到期,有效槓桿約6.0倍。如投資者睇好銀河,可留意銀河認購,行使價57.05港元,23年12月到期,有效槓桿約6.8倍。
Gambling 2023-06-29T11:54 財經茄呢啡 端午假期數據未能穩定投資者信心,濠賭股周二逆市向下,收市藍籌銀娛及金沙均微跌,銀娛跌至200天線有支撐,金沙則穩守在250天線之上,趁跌博反彈睇好金沙可留意金沙認購,行使價32.05港元,23年11月到期,有效槓桿約6.0倍。如投資者睇好銀河,可留意銀河認購,行使價57.05港元,23年12月到期,有效槓桿約6.8倍。
Gambling 2023-06-28T11:51 財經茄呢啡 今年重開邊境後,澳門在今年三月的博彩總收入便錄得近130億元(澳門幣・下同),創下了2020年以來最高的月收入。由此可見,澳門賭業已從疫情低谷重振旗鼓,而賭業龍頭之一的銀河娛樂有望受惠,業務復蘇將可支撐股價維持升勢。
Gambling 2023-06-25T11:59 財經茄呢啡 花旗發表報告指,自澳門恢復通關後,復蘇速度一直跑贏市場預估,依據該行的調研結果了解到,雖然訪客數據多受到低價旅游團影響,但隨著澳門轉移面向高價酒店旅客,恢復程度達96%;加上與濠賭股的EBITDA存在類似性的中場賭收回復至疫情前九成,因此保持對濠賭股樂觀的看法,並將全年賭收上修,提高約13%,至1,794億澳門幣。
Gambling 2023-06-22T11:52 財經茄呢啡 端午節將至,旅游有關板塊再獲市場聚焦,濠賭股今天持續走強,截至下午3時,濠賭股升幅0.7%至3.88%,新濠國際升3.88%領漲。投行摩根大通發表研究報告指,澳門6月份首18日博彩總收入95億元(澳門元,下同),又指一系列備受矚目的演唱會相繼在澳門大型綜合度假村內舉辦,有力促進澳門經濟復蘇,弄助力有幫帶動中場博彩業的繁榮。
Gambling 2023-06-22T11:52 財經茄呢啡 恆指兩萬企唔穩,惟濠賭股板塊全線逆市上漲。匯豐相信,6月澳門在大型演唱會的推動下,賭收於此傳統淡季月份仍錄提升,並睇好端午節及暑期活動會令行業維持強勢。濠賭股淡季跑出,匯豐相信是與「歌神」張學友相關。
Gambling 2023-06-21T11:57 財經茄呢啡 摩根大通研報指,澳門口岸在1月8日起全面開放,博彩需求在1月以來大幅回升,並預期其需求會持續上揚,休閒和非核心玩家將會回歸,有幫帶動每季持續提升,大眾市場的復蘇或於今年底達100%,明年則會超越疫前水平。該行調高澳門賭業股目標價,並列銀河娛樂及金沙中國為澳門賭業股首選,對應目標價分別調高至58港元、32港元,評級分別為與大市同步、賣入評級。
Gambling 2023-06-21T11:57 財經茄呢啡 今年重開邊境後,澳門在今年三月的博彩總收入便錄得近130億元(澳門幣・下同),創下了2020年以來最高的月收入。由此可見,澳門賭業已從疫情低谷重振旗鼓,而賭業龍頭之一的銀河娛樂有望受惠,業務復蘇將可支撐股價維持升勢。
Gambling 2023-06-14T11:52 財經茄呢啡 上述兩大因素為市場心理產生積極影響,由於預估澳門博彩業復常速度較該行及市場預估快,故並不意外澳門於今年下半年可達致全面復蘇;該行重申睇好賭業股,並首選金沙中國,予「賣入」評級及目標價30港元。
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