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Gambling 2023-02-08T10:38 財經茄呢啡 該行重申睇好濠賭股前景,調高澳門賭業股目標價,首選金沙中國及銀娛,重申對金沙中國「買進」評級,調高對其目標價由32港元升至35港元;該行保持對銀娛「買進」評級,調高對其目標價由67.5港元升至70港元;該行保持對新濠國際「買進」評級,調高對其目標價由11港元升至15港元。
Gambling 2023-02-08T10:38 財經茄呢啡 智通財經APP獲悉,富瑞公布研究報告稱,保持金沙中國「買進」評級,目標價由18.5港元調高至35港元。該行相信澳門賭業股將繼續受正面數據有幫推動而非估值,預計踏入今年下半年及明年行業會見復蘇。公司去年第四季的HOLD-ADJUSTED EBITDA虧損收窄至5700萬美元,但相信上季季績表現非大事,因澳門旅客正在復蘇,管理層在業績後會議的說法亦正面,指今年1月的業務已遠好於EBITDA收支平衡。
Gambling 2023-02-08T10:38 財經茄呢啡 澳門1月份幸運博彩毛收入115.8億澳門幣,同比大增82.5%,為去年2月份來首次增加。摩通亦對澳門博彩業復蘇步伐及幅度感滿意,預料農歷新年的中場賭收回復至2019年水平的60%至70%。該行繼續睇好澳門賭業,相信盈測及估值以至股價仍看到良好上漲空間。
Gambling 2023-02-07T10:42 財經茄呢啡 實德環球(0487)副主席馬浩文表示,預期澳門全年賭收(GGR)可回復至2019年六成水平,當中主要來自中場收入的貢獻。在新的監管條例下,VIP數目有所限制,料VIP僅可回復至2019年的一至兩成水平,雖然中場有望完全回復,澳門整體賭收仍難以回升至2019年水平。
Gambling 2023-02-07T10:42 財經茄呢啡 澳門上月賭收達116億澳門元,預計本月回落至80億至90億澳門元,第二季中場業務或可回復至2019年高位水平。
Gambling 2023-02-06T10:48 財經茄呢啡 澳門擬征收5%博彩中介傭金稅,濠賭股受壓,金沙挫2.7%報29.15元,新濠插3.4%報10.3元。
Gambling 2023-02-05T10:47 財經茄呢啡 格隆匯2月2日亅港股濠賭股集體下滑,銀河娛樂和金沙中國盤中一度跌超4%,澳博控股、新濠國際發展跌超3%。澳門開關後訪澳旅客大增,有媒體指,近日澳門博監局與博企開會,指博彩中介需在淨轉碼額總額的1.25%中介傭金中,繳納5%稅款,相關稅款將以按月方式繳付,並由博企於翌月前十天內交到澳門財政局,如今業界正游說澳門政府繼續依法豁免部分相關稅項。
Gambling 2023-02-05T10:47 財經茄呢啡 政府突然從博彩中介的淨轉碼數總額1.25%傭金中繳納5%稅項,按月繳交;濠賭股偏軟,銀河娛樂跌1.9%、金沙中國跌2.7%、美高梅中國跌1.7%。
Gambling 2023-02-03T10:44 財經茄呢啡 2月2日亅港股濠賭股集體下降,銀河娛樂和金沙中國盤中一度跌超4%,澳博控股、新濠國際發展跌超3%。澳門開關後訪澳旅客大增,有媒體指,近日澳門博監局與博企開會,指博彩中介需在淨轉碼額總額的1.25%中介傭金中,繳納5%稅款,類似稅款將以按月方式繳付,並由博企於翌月前十天內交到澳門財政局,如今業界正游說澳門政府繼續依法豁免部分類似稅項。
Gambling 2023-02-03T10:44 財經茄呢啡 澳門政府近日通知博彩中介須就轉碼數的傭金繳交5%的稅項,濠賭股普遍受壓。銀娛跌2.9%;金沙挫3.2%;新濠跌3%;美高梅降1.4%;澳博跌1.1%;永利降1.1%。
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