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Gambling 2023-04-18T11:21 財經茄呢啡 雖然投資者對濠賭股前景尚有分歧,部分人擔心貴賓廳業務萎縮及內地樓市未見好轉造成負面財富效應,惟澳門3月博彩收入大反彈,高盛認為中場賭收將在今年底完全恢復至疫情前的水平,並在2024年較疫情前水平進一步增長10%。
Gambling 2023-04-16T10:51 財經茄呢啡 大行摩通曾指,澳門3月博彩收入為2019年3月疫情前水平的49%,中場賭收更達到疫情前70%水平,預料今年首季濠賭股在賭收方面有所改善,加上「五一黃金周」效應下,預料有更多旅客游訪澳門,濠賭股可趁今輪回調賣入。
Gambling 2023-04-12T10:47 財經茄呢啡 大摩調高澳門賭業股目標價,偏好金沙中國多於銀娛,同一時間偏好新濠博亞(MLCO.US)及永利澳門多於澳博及美高梅中國。
Gambling 2023-04-06T10:52 財經茄呢啡 澳門3月份博彩收入按年升近2.5倍達127.38億澳門幣,為逾3年以來最多,並較市場預計高約兩成,濠賭股集體走高,金沙勁彈7%報29.2元,銀娛漲5.9%報55.55元。
Gambling 2023-04-06T10:52 財經茄呢啡 澳門博彩業復蘇理想,3月份博彩收入按年急彈近2.5倍,達127.38億元澳門幣,較市場預計高約兩成。濠賭股集體向好,銀娛升5.9%;金沙中國飆7%;永利澳門彈高8.8%;美高梅中國急升7.2%;澳博漲6.4%;新濠急揚5.5%。
Gambling 2023-03-23T10:48 財經茄呢啡 近月訪澳旅客維持平穩,賭收維持恢復勢頭。有投行報告直言,上星期(3月6日至12日)日均賭收為3.43億元(澳門幣,下同),將本月賭收預計調高至105億元。濠賭股則隨市下滑,跌2.3%至4.15%。
Gambling 2023-03-20T10:48 財經茄呢啡 該行指現時板塊復蘇仍處初步階段,就算最新目標價仍低於2021年3月水平,濠賭股過去三個月累升約130%,同期恆指升41%,受惠於中國重新開放及賭牌續期帶來的股價正常化,但認為現時正邁向第二階段升浪。該行認為市場對2023至2024年行業EBITDA預料有15%上行風險,認為是過去五年來最大幅度上行。短線而言,該行予「吸納」評級的濠賭股最少有35%至40%上行空間,甚至更多。
Gambling 2023-03-20T10:48 財經茄呢啡 格隆匯3月13日亅連續下挫的濠賭股反彈,美高梅中國升約7%止步7連跌行情,新濠國際發展升4.7%,永利澳門、澳博控股、金沙中國升超3%。澳門此前公布的2月份幸運博彩毛收入103.24億澳門幣,同比提升33.1%,超市場預料的31.0%。花旗認為,預示著今年接下來的時間的賭收將持續恢復。該行保持對澳門3月賭收預料100億澳門幣,相當於2019年3月約39%水平。
Gambling 2023-03-17T10:54 財經茄呢啡 近月訪澳旅客維持平穩,賭收維持恢復勢頭。有投行報告直言,上星期(3月6日至12日)日均賭收為3.43億元(澳門幣,下同),將本月賭收預料調高至105億元。濠賭股則隨市下跌,跌2.3%至4.15%。
Gambling 2023-03-15T10:45 財經茄呢啡 美銀證券發表報告,降低對澳博控股2023年及2024年年除息稅折舊及攤銷前溢利預估各30%及11%,基於上葡京項目開放較預估慢,目標估值相當於企業價值倍數仍為10至12倍,該行降澳博目標價由4.9港元降至4.6港元,保持「中性」評級,基於濠賭業復蘇利好或被上葡京復蘇緩慢抵銷。
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