SJM HOLDINGS(00880)

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港股异动丨濠赌股反弹 中金维持今年澳门总博彩收入预测、上调2026年预测
Ge Long Hui· 2025-10-20 03:38
| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00200 | 新濠国际发展 ● | 4.700 | 4.68% | | 01928 | 金沙中国有限公 | 18.900 | 4.59% | | 01128 | 永利澳门 | 6.590 | 4.60% | | 01180 | 汇彩控股 | 0.780 | 4.00% | | 00027 | 银河娱乐 | 38.480 | 3.94% | | 02282 | 美高梅中国 | 14.320 | 2.73% | | 00880 | 澳博控股 | 2.900 | 2.11% | 股份方面,该行较看好美高梅中国及金沙中国,料两间博企第三季经调整EBITDA分别为23.52亿港元及 5.90亿美元,按年升19%及1%;目标价分别为19.8港元及23.8港元,均予"跑赢行业"评级。(格隆汇) 港股濠赌股拉升反弹,其中,新濠国际发展、金沙中国、永利澳门均涨4.6%,银河娱乐、汇彩控股涨 4%,美高梅中国涨近3%,澳博控股涨超2%。 消息上,中金公司维持2025年澳门总博彩收入预测,同时上调2026年预测,预计今明两 ...
港股收评:恒科指跌3.6%失守6000点,半导体、黄金股下挫
Ge Long Hui· 2025-10-14 08:35
Market Overview - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index closing at 25,441 points, down 1.73%, while the Hang Seng Tech Index fell 3.62%, dropping below the 6,000-point mark [1][2] - Major technology stocks led the market downturn, with semiconductor stocks also suffering substantial losses [2][4] Sector Performance - The technology sector saw widespread declines, with notable drops including Hua Hong Semiconductor down over 13% and SMIC down over 8% [4][5] - Gold and precious metals stocks also fell sharply, with Zijin Mining and Chifeng Jilong Gold both dropping over 6% [6] - The gambling sector continued its downward trend, with New World Development down over 8% and Galaxy Entertainment down over 5% [11][12] - Conversely, banking stocks showed resilience, with Chongqing Rural Commercial Bank rising over 6% and China Merchants Bank up over 4% [13][14] - The film and entertainment sector performed well, with Huayi Brothers Media surging nearly 20% [15][16] Capital Flows - Southbound funds recorded a net inflow of 8.603 billion HKD, indicating continued interest in Hong Kong stocks despite the market volatility [17] Future Outlook - Analysts suggest that the recent escalation in US-China trade tensions may increase market uncertainty, but they remain optimistic about the medium-term outlook for Hong Kong stocks, particularly in sectors like AI, innovative pharmaceuticals, and new consumption [19]
港股异动丨濠赌股继续跌势,新濠国际发展跌超5%,月内累计跌幅近25%
Ge Long Hui· 2025-10-14 02:54
Group 1 - Hong Kong gaming stocks continue to decline, with Melco International Development down 5%, Sands China down nearly 4%, Galaxy Entertainment down over 3%, MGM China down 2.7%, and Wynn Macau down 1.7% [1] - According to a report by Citi Research, the Macau gaming industry is expected to see a year-on-year EBITDA growth of 10% to $2.063 billion in Q3, driven by a 12.5% year-on-year increase in gross gaming revenue (GGR) [1] - However, adjusted profit margins are expected to be under pressure, with a projected quarterly decline of 0.5 percentage points due to a 33-hour casino shutdown caused by Typhoon Haikui [1] Group 2 - The resilience of gaming revenue post-Golden Week and the reinvestment activities of gaming companies will be key focus areas for the market [1] - The firm has revised its EBITDA forecasts for the industry downwards by 1.4% and 0.5% for this year and next year, respectively, anticipating a 7% year-on-year increase in industry EBITDA to $8.2 billion for this year [1]
瑞银:永利澳门(01128)9月博彩收入市场份额显著提升胜预期 澳博控股(00880)市场份额增加次高
智通财经网· 2025-10-13 07:12
Core Viewpoint - UBS reports that Wynn Macau (01128) significantly increased its market share in September, rising approximately 200 basis points month-over-month, contributing to a quarterly increase of 150 basis points in Q3 [1] Company Summaries - Wynn Macau (01128) saw a notable rise in market share, with a month-over-month increase of about 200 basis points and a quarterly increase of 150 basis points [1] - SJM Holdings (00880) experienced a month-over-month market share increase of approximately 50 basis points in September, but a decline of 30 basis points in Q3 [1] - Sands China (01928) and Galaxy Entertainment (00027) reported a month-over-month decline in market share of about 100 basis points and 150 basis points respectively in September, although both saw quarterly increases of approximately 70 basis points and 40 basis points [1] - Melco Resorts (MLCO.US) and MGM China (02282) maintained stable market shares in September, but both experienced quarterly declines of 120 basis points and 100 basis points respectively [1] - Compared to market expectations, the market shares of Galaxy Entertainment and Wynn Macau exceeded expectations, while those of MGM, Sands China, and SJM Holdings fell short [1]
瑞银:永利澳门9月博彩收入市场份额显著提升胜预期 澳博控股市场份额增加次高
Zhi Tong Cai Jing· 2025-10-13 07:10
该行续指,金沙中国(01928)和银河娱乐(00027)的9月市场份额分别环比下降约100个基点和150个基点, 但以第三季计则分别按季升约70个基点和40个基点。新濠博亚(MLCO.US)和美高梅中国(02282)的市场 份额在9月持平,但第三季则分别跌120个基点和100个基点。相对于市场预期,银娱和永利的市场份额 高于预期,而美高梅、金沙中国和澳博则低于预期。 瑞银发布研报称,永利澳门(01128)9月的博彩收入市场份额显著上升,环比增加约200个基点,带动其 第三季市场份额按季升150个基点。市场份额增加次高的公司是澳博控股(00880),9月市场份额环比增 约50个基点,惟在第三季仍跌30个基点。 ...
瑞银:第三季度永利澳门及银河娱乐市占率高于预期
Zhi Tong Cai Jing· 2025-10-10 08:27
瑞银发布研报称,永利澳门(01128)9月份博彩收入市占率环比上升约200个基点,使其第三季市占率环 比增加150个基点,为季内最大升幅。 报告指出,澳博控股(00880)9月份市占率环比上升约50个基点,但第三季度整体仍按季下跌30个基点。 大型博企在9月份似乎因季节性因素而失去市场份额,其中金沙中国(01928)及银河娱乐(00027)的市占率 分别环比下跌约100和150个基点,但第三季度整体仍分别按季上升70和40个基点。 新濠国际发展(00200)和美高梅中国(02282)9月份市占率环比持平,但第三季度分别按季下跌120和100个 基点。与第三季度市场预期相比,银河和永利的市占率高于预期,而美高梅中国、金沙中国和澳博控股 则低于预期。 ...
港股博彩股午后跌幅扩大 金沙中国跌4.13%
Mei Ri Jing Ji Xin Wen· 2025-10-10 05:58
每经AI快讯,10月10日,港股博彩股午后跌幅扩大,截至发稿,金沙中国(01928.HK)跌4.13%,报20.44 港元;银河娱乐(00027.HK)跌3.29%,报38.84港元;澳博控股(00880.HK)跌3.19%,报3.03港元;新濠国 际发展(00200.HK)跌3.32%,报5.24港元。 ...
博彩股午后跌幅扩大 小摩称黄金周博彩收入增速逊预期 但仍看好10月整体赌收
Zhi Tong Cai Jing· 2025-10-10 05:47
博彩股午后跌幅扩大,截至发稿,金沙中国(01928)跌4.13%,报20.44港元;银河娱乐(00027)跌3.29%, 报38.84港元;澳博控股(00880)跌3.19%,报3.03港元;新濠国际发展(00200)跌3.32%,报5.24港元。 消息面上,澳门博彩监察协调局此前公布,9月份澳门幸运博彩毛收入为182.89亿澳门元,同比增长 6%。大摩发布研报称,澳门9月博彩总收入为183亿澳门元,同比增长6%,逊于市场及该行预期的9%, 主要因台风导致赌场暂停营业33小时。 摩根大通则表示,澳门10月首五日的博彩总收入(GGR)达55亿澳门元,日均收入约11亿澳门元,是近5 年来最好的黄金周表现。然而,与去年非常高的基数相比,同比仅增长3%,低过该行和市场预期。10 月1日至5日的访客量持平,进一步拖累GGR增长,因台风令10月5日的访客量下跌25%。但该行对目前 看似疲弱的增长势头并不担心,该行预计10月GGR同比增长11至13%,至230亿澳门元,达到6年来高 峰。 ...
港股异动 | 博彩股午后跌幅扩大 小摩称黄金周博彩收入增速逊预期 但仍看好10月整体赌收
智通财经网· 2025-10-10 05:47
消息面上,澳门博彩监察协调局此前公布,9月份澳门幸运博彩毛收入为182.89亿澳门元,同比增长 6%。大摩发布研报称,澳门9月博彩总收入为183亿澳门元,同比增长6%,逊于市场及该行预期的9%, 主要因台风导致赌场暂停营业33小时。 智通财经APP获悉,博彩股午后跌幅扩大,截至发稿,金沙中国(01928)跌4.13%,报20.44港元;银河娱 乐(00027)跌3.29%,报38.84港元;澳博控股(00880)跌3.19%,报3.03港元;新濠国际发展(00200)跌 3.32%,报5.24港元。 摩根大通则表示,澳门10月首五日的博彩总收入(GGR)达55亿澳门元,日均收入约11亿澳门元,是近5 年来最好的黄金周表现。然而,与去年非常高的基数相比,同比仅增长3%,低过该行和市场预期。10 月1日至5日的访客量持平,进一步拖累GGR增长,因台风令10月5日的访客量下跌25%。但该行对目前 看似疲弱的增长势头并不担心,该行预计10月GGR同比增长11至13%,至230亿澳门元,达到6年来高 峰。 ...
里昂:料澳门10月博彩总收入同比升9% 黄金周首两日旅客量稳健
Zhi Tong Cai Jing· 2025-10-06 08:17
该行预期澳门10月博彩总收入(GGR)将同比增长9%至226亿澳门元,并有上行空间。股份方面,维持首 选银河娱乐(00027)及美高梅中国(02282),目标价分别为50.3港元及19.5港元。除澳博控股(00880)获"持 有"评级外,其余博企均获"跑赢大市"评级。 智通财经APP获悉,里昂发布研报称,国庆黄金周首两日,澳门的入境旅客量同比升0.6%至30.4万人 次,符合政府对8天长假期日均15万人次的预测。另外,该行实地考察时注意到,赌场最低投注额维持 稳定,且家庭旅客数量较以往明显增加。 ...