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港股異動 | 濠賭股走低 銀河娛樂(0027.HK)跌逾4%
格隆匯 05-20 10:33
格隆匯5月20日丨濠賭股走低,銀河娛樂(0027.HK)跌逾4%,永利澳門、金沙中國跌逾2%,澳博控股、新濠國際跌逾1%。富瑞近日發研報指,銀河娛樂今年首季業績表現略遜預期,正常化後經調整EBITDA錄得6.9億港元,較市場預期差,上調目標價至62港元,重申“持有”評級。大和曾發研報指,澳門4月份博彩毛收入復甦慢於預期,質疑澳門的5月賭收趨勢可否持續。五一黃金週最後兩日的訪客量疲弱,新濠國際、美高梅及澳博都表示旗下物業於黃金週接近100%租出,不過澳門旅遊局表示5星級酒店於黃金週的平均租住率為84.8%,意味着6家博彩營運商的復甦不平均,維持5月日均賭收3億-3.2億澳門元的預測。

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