MELCO INT'L DEV(00200)
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港股异动丨濠赌股拉升 金界控股绩后大涨18%领衔,且刷新阶段新高
Ge Long Hui· 2025-08-26 02:34
Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong's gaming stocks, particularly driven by the strong performance of Golden Century Holdings, which surged 18% after its earnings report [1] - Golden Century Holdings reported a revenue of $342 million for the first half of the year, representing a year-on-year increase of 16.76% [1] - The company achieved a profit attributable to shareholders of $149 million, marking a turnaround from a loss, with earnings per share at 3.36 cents and an interim dividend of 1.01 cents [1] Group 2 - The financial position of Golden Century Holdings showed a substantial increase in cash and bank balances, which surged by 103.5% to $245 million, with a net asset value of $2.3 billion [1] - Several institutions have released research reports expressing optimism about the gaming industry, with Morgan Stanley predicting continuous growth in Macau's gaming revenue from 2025 to 2027 due to improved operating leverage and competitive dynamics [1] - JPMorgan has raised its forecasts for the Macau gaming industry for the third time in three months since the last upgrade [1] Group 3 - Other gaming stocks also experienced gains, with Macau Legend rising 7.6%, Melco International Development up 6.9%, and Wynn Macau increasing by over 3% [1] - Additional stocks such as SJM Holdings and Galaxy Entertainment saw increases of over 1%, indicating a positive trend across the sector [1]
ST德豪(002005)8月25日主力资金净流出2889.23万元
Sou Hu Cai Jing· 2025-08-25 14:13
Group 1 - The stock price of ST Dehao (002005) closed at 2.48 yuan, down 4.98% as of August 25, 2025, with a turnover rate of 1.56% and a trading volume of 272,600 hands, amounting to 68.51 million yuan [1] - The latest financial results show that for the first half of 2025, the company reported total operating revenue of 307 million yuan, a year-on-year decrease of 8.19%, while net profit attributable to shareholders was 13.03 million yuan, an increase of 67.60% [1] - The company has a current ratio of 0.693, a quick ratio of 0.577, and a debt-to-asset ratio of 70.38% [1] Group 2 - Anhui Dehao Runda Electric Co., Ltd. has made investments in 25 enterprises and participated in 20 bidding projects [2] - The company holds 41 trademark registrations and 211 patent registrations, along with 25 administrative licenses [2]
博彩股午后涨幅扩大 汇丰预计8月澳门赌收最多升15% 机构看好高端可选消费意愿边际改善
Zhi Tong Cai Jing· 2025-08-25 07:00
Group 1 - The core viewpoint of the article highlights a significant increase in Macau's gaming revenue, with July's gross gaming revenue (GGR) rising by 19.0% year-on-year to 22.1 billion MOP, reaching a post-pandemic high and recovering to 90% of the levels seen in the same period of 2019 [1] - Major gaming stocks in Macau, including Sands China, Galaxy Entertainment, Wynn Macau, and Melco International Development, experienced substantial gains in their stock prices, with increases ranging from 4.34% to 5.45% [1] - HSBC forecasts that the upcoming months will see a continuous influx of visitors due to a series of non-gaming activities, predicting that August's gaming revenue could reach between 21.6 billion to 22.7 billion MOP, reflecting a year-on-year increase of 9% to 15% [1] Group 2 - CITIC Securities notes that a variety of entertainment activities and newly opened or renovated properties are effectively attracting core gaming customers, suggesting potential structural improvements in the industry's win rate [1] - The demand-side changes are identified as a more critical reason for the improvement in gaming data, with Macau's gaming sector being a significant indicator of high-end discretionary spending, benefiting from a marginal improvement in consumption willingness among high-end consumers from mainland China [1] - Under a neutral assumption with no incremental positive or negative factors, CITIC Securities predicts an 8-10% growth in the industry's GGR by 2025 [1]
港股异动 | 博彩股午后涨幅扩大 汇丰预计8月澳门赌收最多升15% 机构看好高端可选消费意愿边际改善
智通财经网· 2025-08-25 06:53
Core Viewpoint - The Macau gaming sector is experiencing a significant recovery, with July gross gaming revenue (GGR) reaching 22.1 billion MOP, a 19% year-on-year increase, marking the highest level since the pandemic and recovering to 90% of the 2019 levels [1] Group 1: Market Performance - Sands China (01928) shares rose by 5.45% to 21.28 HKD [1] - Galaxy Entertainment (00027) shares increased by 5.44% to 42.26 HKD [1] - Wynn Macau (01128) shares climbed by 4.51% to 6.95 HKD [1] - Melco International Development (00200) shares grew by 4.34% to 5.05 HKD [1] Group 2: Future Projections - HSBC forecasts that the upcoming months will see a continuation of non-gaming activities attracting visitors, with August GGR expected to reach between 21.6 billion to 22.7 billion MOP, representing a year-on-year increase of 9% to 15% [1] - Citic Securities notes that the recovery in the gaming sector is primarily driven by changes in demand, with a projected GGR growth of 8-10% by 2025 under a neutral assumption [1]
新濠国际发展(00200.HK)将于8月29日召开董事会会议以审批中期业绩

Ge Long Hui· 2025-08-18 11:44
Group 1 - The company, Melco International Development (00200.HK), will hold a board meeting on August 29, 2025, to review and approve its interim results for the six months ending June 30, 2025 [1]
新濠国际发展(00200) - 董事会会议召开日期

2025-08-18 08:31
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責,對其準 確性或完整性亦不發表任何聲明,並明確表示概不就因本公佈全部或任何部份內容而產生 或因倚賴該等內容而引致之任何損失承擔任何責任。 香港,二零二五年八月十八日 於本公佈日期,董事會成員包括四名執行董事,分別為何猷龍先生(主席兼行政總 裁)、 Evan Andrew Winkler 先生(總裁兼董事總經理)、鍾玉文先生及 Geoffrey Stuart Davis 先生(財務總監);以及三名獨立非執行董事,分別為徐志賢先生、真正 加留奈女士及高振峯先生。 董事會會議召開日期 新濠國際發展有限公司(「本公司」)之董事會(「董事會」)謹此宣佈,本公司將 於二零二五年八月二十九日(星期五)舉行董事會會議,以(其中包括)批准刊發本 公司及其附屬公司截至二零二五年六月三十日止六個月之中期業績。 承董事會命 新濠國際發展有限公司 公司秘書 梁凱威 ...
ST德豪(002005.SZ):子公司签署《和解协议书》暨债务重组
Ge Long Hui A P P· 2025-08-15 12:09
Group 1 - The core point of the article is that ST Dehao (002005.SZ) has signed debt settlement agreements with creditors to alleviate its debt burden, involving a total debt amount of approximately 80.26 million yuan [1] - The debt settlement involves creditors including Zhongtu Semiconductor, Delan Technology, and Tongxin Optoelectronics, with a debt reduction amount expected to be no less than 44.28 million yuan [1] - After the debt reduction, the amount to be repaid is expected to be no more than 35.98 million yuan, indicating a significant restructuring of the company's debt [1]
突发!600200,退市警报!影响近9万股东
Sou Hu Cai Jing· 2025-08-14 15:51
Core Viewpoint - *ST Suwu's stock price has fallen below 1 yuan per share, triggering a delisting risk warning from the Shanghai Stock Exchange [1][3]. Group 1: Stock Performance and Delisting Risk - On August 14, *ST Suwu's stock closed at 0.99 yuan per share, which is below the 1 yuan threshold [1]. - According to the Shanghai Stock Exchange rules, if a company's stock price remains below 1 yuan for 20 consecutive trading days, it may face delisting [3]. - *ST Suwu has previously issued multiple warnings regarding potential delisting due to significant internal control issues [5]. Group 2: Regulatory Actions and Financial Reporting Issues - On July 13, *ST Suwu received a notice from the China Securities Regulatory Commission regarding administrative penalties, which could lead to a major violation delisting [5]. - The company has been found to have inflated revenue and profits through non-substantive trade activities with related companies, leading to false records in its annual reports from 2020 to 2023 [5]. - The 2024 financial report received an "unable to express an opinion" from the auditing firm, resulting in a delisting risk warning from the exchange [5]. Group 3: Related Party Transactions - On May 6, *ST Suwu announced that its controlling shareholder's related parties had occupied company funds, exceeding 5% of the latest audited net assets [6]. - This situation has led to additional risk warnings for the company's stock [6]. Group 4: Legal Disputes and Claims - On August 11, *ST Suwu's subsidiary, Datuo Medical, initiated arbitration against Regen Biotech for breach of contract, seeking 1.6 billion yuan in damages [8]. - The dispute centers around the exclusive distribution rights for the "AestheFill" product in China, which Regen attempted to revoke [9]. Group 5: Company Overview - *ST Suwu's main business includes pharmaceuticals and medical aesthetics, focusing on drug development and high-end aesthetic injection products [10]. - As of August 14, the company's stock price was 0.99 yuan, with a total market capitalization of 700 million yuan [10]. - As of the end of Q1 2025, *ST Suwu had approximately 86,200 shareholders, reflecting a significant increase from the previous quarter [12].
港股异动丨濠赌股普遍上涨 多家机构看好博彩行业前景
Ge Long Hui· 2025-08-14 02:47
花旗研究报告指,该行统计8月澳门高端中场博彩投注额按年升5%至1,340万元,高端中场赌客数量按 年跌5%至624名,意味人均投注额按年升10%至21,543元,连续4个月有双位数升幅,反映赌客质量提 高。 摩根大通称,自从上一次对澳门博彩业进行预测升级以来,三个月内第三次上调对该行业的预测。该行 预测,2025年下半年博彩总收入(GGR)增长13%。(格隆汇) 港股濠赌股普遍上涨,其中,金沙中国、银河娱乐涨近2%,澳博控股涨1.5%,美高梅中国、汇彩控股 涨超1%,永利澳门、新濠国际发展涨0.6%。 消息上,近期多家机构发布研报看好博彩行业前景。摩根士丹利表示,看好经营杠杆与竞争格局改善, 预测澳门2025至2027年博彩收入将持续攀升。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01928 | 金沙中国有限公 | 20.600 | 1.78% | | 00027 | 银河娱乐 | 40.020 | 1.73% | | 00880 | 澳博控股 | 3.290 | 1.54% | | 02282 | 美高梅中国 | 16.200 | 1.25 ...
新 和 成(002001)8月12日主力资金净流入1254.54万元
Sou Hu Cai Jing· 2025-08-12 08:21
天眼查商业履历信息显示,浙江新和成股份有限公司,成立于1999年,位于绍兴市,是一家以从事医药 制造业为主的企业。企业注册资本307342.168万人民币,实缴资本307342.168万人民币。公司法定代表 人为胡柏藩。 资金流向方面,今日主力资金净流入1254.54万元,占比成交额2.84%。其中,超大单净流出215.46万 元、占成交额0.49%,大单净流入1470.00万元、占成交额3.32%,中单净流出流入590.74万元、占成交 额1.34%,小单净流出1845.28万元、占成交额4.17%。 新和成最新一期业绩显示,截至2025一季报,公司营业总收入54.40亿元、同比增长20.91%,归属净利 润18.80亿元,同比增长116.18%,扣非净利润18.80亿元,同比增长119.22%,流动比率2.610、速动比率 1.988、资产负债率29.74%。 金融界消息 截至2025年8月12日收盘,新 和 成(002001)报收于22.54元,下跌0.27%,换手率0.65%, 成交量19.59万手,成交金额4.42亿元。 通过天眼查大数据分析,浙江新和成股份有限公司共对外投资了23家企业,参与招投标 ...