港股異動 | 濠賭股集體走低 金沙中國(1928.HK)跌逾3%
格隆匯6月7日丨濠賭股集體走低,永利澳門(1128.HK)、金沙中國(1928.HK)、澳博控股、銀河娛樂均跌逾3%,新濠國際跌逾2%。瑞信近日發研報指,澳門5月份幸運博彩毛收入為104億澳門元,大致符合預期,主要受惠於“五一”黃金週需求回升,顯示行業呈復甦。但展望未來,瑞信指隨着廣東省疫情轉壞,近期新冠確診宗數增加,估計內地短期未必會再放寬澳門旅遊限制措施,反而任何收緊措施會令市場對澳門博彩業預測有下調風險。 該行估計澳門6月博彩收入表現會較低,因缺乏長假期因素,估計市場有下調行業預測的風險。瑞信對濠賭股保持審慎看法,指行業目前的風險與回報比率不吸引。
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