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Gambling 2023-02-03T10:44 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 澳門濠賭股隨著免檢通關措施實施,訪澳游客數目及博彩收入初見起色,不旋踵傳出澳門當局擬按法規對博彩中介人傭金征收5%稅項。按預測今月殺數1億(澳門幣,下同)而言,料需繳納250萬元稅項。
Gambling 2023-02-03T10:44 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 2023-02-01T10:42 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-ADJUSTEDEBITDA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 2023-02-01T09:08 財經茄呢啡 花旗指出,今年新春檔期訪澳旅客按年大增2.97倍,已回復到2019年疫情前的38%。
Gambling 2023-02-01T09:08 財經茄呢啡 花旗認為,澳門高端中場的復蘇程度,比訪澳旅客復蘇還要大,並獲大注賭客支持,並形容到訪澳門賭場的賭客質素高。從各賭場旗下新增或原有高端中場陸續重開,反映需要新設施去配合需求。
Gambling 2023-02-01T09:08 財經茄呢啡 摩根大通指出,澳門賭場市況已回復至3至4年前,無論中場及高端中場的高額賭檯均不乏賭客下注。預料農曆新年期間賭收已經回復至2019年疫情前同期的60%至70%水平,並且繼續看好濠賭股的表現。
Gambling 2023-01-30T10:52 財經茄呢啡 美銀證券發表研究報告指,在本月26日澳門濠賭股平均下跌4%後,認為這是行業股票的買進機會,當中包括銀娛、金沙中國、新濠博亞(MLCO.US)及美高梅。該行重申對澳門濠賭股「買進」評級,認為訪客量及賭收進一步恢復應該會支撐行業重新評級。
Gambling 2023-01-30T10:52 財經茄呢啡 澳門旅游呈回暖之勢,惟瑞銀投資銀行香港策略師陳志立提醒,訪澳旅客數量仍低於市場預料,需回升至占疫前同期的 40-50%,濠賭業日均博彩毛收入(GGR,GROSS GAMING REVENU)才有望達4至5億澳門幣。瑞銀又料,濠賭業明年的EV/EBITDA(企業價值倍數)為 11.2 倍,符合該行2年均值的預料。
Gambling 2023-01-29T10:48 財經茄呢啡 澳門旅游呈回暖之勢,惟瑞銀投資銀行香港策略師陳志立提醒,訪澳旅客數量仍低於市場預計,需回升至占疫前同期的 40-50%,濠賭業日均博彩毛收入(GGR,GROSS GAMING REVENU)才有望達4至5億澳門幣。瑞銀又料,濠賭業明年的EV/EBITDA(企業價值倍數)為 11.2 倍,符合該行2年均值的預測。
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