博彩收入增长

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港股异动 | 金界控股(03918)跌超4% 花旗指其Naga 3项目规模仍存不明朗因素
Zhi Tong Cai Jing· 2025-10-03 07:33
智通财经APP获悉,金界控股(03918)跌超4%,昨日曾大涨超9%。截至发稿,跌4.38%,报6.12港元,成 交额6926.68万港元。 消息面上,金界控股日前公布,截至2025年9月30日止9个月,博彩总收入5.32亿美元,同比增加 29.6%;博彩净收入4.66亿美元,同比增加30%。花旗研报指出,金界控股第三季总博彩收入为2亿美 元,胜于该行预测的1.524亿美元。该行考虑到公司的收入数据,将其2025至27财年的盈利预测上调 20%至24%,目标价相应由4.4港元上调至5.4港元,但维持"沽售"评级。该行表示,虽然公司过去三个 季度的博彩收入强劲增长,但Naga 3项目的规模仍存在不明朗因素。 (原标题:港股异动 | 金界控股(03918)跌超4% 花旗指其Naga 3项目规模仍存不明朗因素) ...
金界控股跌超4% 花旗指其Naga 3项目规模仍存不明朗因素
Zhi Tong Cai Jing· 2025-10-03 07:23
消息面上,金界控股日前公布,截至2025年9月30日止9个月,博彩总收入5.32亿美元,同比增加 29.6%;博彩净收入4.66亿美元,同比增加30%。花旗研报指出,金界控股第三季总博彩收入为2亿美 元,胜于该行预测的1.524亿美元。该行考虑到公司的收入数据,将其2025至27财年的盈利预测上调 20%至24%,目标价相应由4.4港元上调至5.4港元,但维持"沽售"评级。该行表示,虽然公司过去三个 季度的博彩收入强劲增长,但Naga3项目的规模仍存在不明朗因素。 金界控股(03918)跌超4%,昨日曾大涨超9%。截至发稿,跌4.38%,报6.12港元,成交额6926.68万港 元。 ...
博彩股走软 新濠国际发展跌超5% 澳门9月博彩收入同增6%不及预期
Zhi Tong Cai Jing· 2025-10-03 04:08
花旗指出,澳门9月博彩总收入同比增长6%至182.89亿澳门元,相当于每日平均收入6.1亿澳门元,达 2019年同期水平的83%。数字大致符合该行预期的185亿澳门元,但较市场共识的188亿澳门元低3%。 展望10月,花旗预计博彩总收入将达230亿澳门元,同比增长11%,相当于每日平均收入7.42亿澳门 元。当中,国庆黄金周8天期间的每日收入料达10.5亿澳门元,与今年五一黄金周水平相若;10月9日至 12日期间料达每日8亿澳门元,其余时间则为每日6.33亿澳门元。 消息面上,10月1日,澳门博彩监察协调局公布,9月份澳门幸运博彩毛收入为182.89亿澳门元,同比增 长6%。今年前9个月澳门博彩毛收入累计达1813.41亿澳门元,同比升7.1%。大摩发布研报称,澳门9月 博彩总收入为183亿澳门元(下同),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。澳门第三季博彩总收入达626亿元,同比增长12.5%,按季上升2.4%。该行料强劲的季度 表现可支持博企利润率,并推动盈利预测上调。 博彩股集体走软,截至发稿,新濠国际发展(00200)跌5.1%,报5.77港元;永利澳门(011 ...
金界控股高开近15% 前三季度博彩总收入同比增加29.6%
Zhi Tong Cai Jing· 2025-10-02 01:28
金界控股(03918)高开近15%,截至发稿,涨14.85%,报6.73港元,成交额219.4万港元。 消息面上,金界控股发布公告称,截至2025年9月30日止9个月,博彩总收入5.32亿美元,同比增加 29.6%;博彩净收入4.66亿美元,同比增加30%。瑞银此前研报指出,受惠柬埔寨金边商务旅客数量和 本地需求增长所推动,金界控股博彩总收入(GGR)势头正在加速。该行指,由于上半年业绩高于预期, 将在2025年至2026年博彩总收入预测上调21%至29%,同时料今年和明年整体博彩总收入将分别同比增 长32%和10%。 ...
9月澳门幸运博彩毛收入182.89亿澳门元 同比增长6%
智通财经网· 2025-10-01 06:38
智通财经APP获悉,10月1日,澳门博彩监察协调局公布,9月份澳门幸运博彩毛收入为182.89亿澳门元,同比增长6%。今年前9 个月澳门博彩毛收入累计达1813.41亿澳门元,同比升7.1%。 | | 2025年及2024年每月幸運博彩毛收入 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 月份毛收入 | | | 累計毛收入 | | | | 2025年 | 2024年 | 炭動率 | 2025年 | 2024年 | 變動率 | | 一月份 | 18,254 | 19,337 | -5.6% | 18,254 | 19,337 | -5.6% | | 二月份 | 19,744 | 18,486 | +6.8% | 37,998 | 37.823 | +0.5% | | 三月份 | 19.659 | 19.503 | +0.8% | 57,657 | 57,326 | +0.6% | | 四月份 | 18,858 | 18.545 | +1.7% | 76.514 | 75.872 | +0.8% | | 五月份 | 21.193 | 2 ...
博彩股涨幅居前 8月澳门赌收略超预期 博彩企业普遍预期十一需求强劲
Zhi Tong Cai Jing· 2025-09-19 07:31
Group 1 - Macau's gaming revenue reached a record high of 22.16 billion MOP in August, marking a 0.14% month-on-month increase and a 12.2% year-on-year increase, surpassing the estimated growth of 12.0% [1][1][1] - From January to August, the total gaming revenue amounted to 163.05 billion MOP, reflecting a year-on-year growth of 7.2% [1][1][1] - Haidong International forecasts that September will see a vibrant array of activities, likely boosting visitor numbers and gaming gross revenue (GGR) during the off-peak season [1][1][1] Group 2 - Goldman Sachs attributes the strong performance of Macau's gaming companies to a combination of major events, wealth effects driven by the stock market, relaxed visa policies, and ongoing safety concerns in Thailand and the Philippines, which have led more mainland tourists to choose Hong Kong and Macau as destinations [1][1][1] - For the upcoming National Day Golden Week, gaming companies anticipate strong demand based on nearly full hotel bookings and communication with clients, while the National Games are not expected to significantly impact gaming revenue [1][1][1]
高盛:料澳门博彩强劲势头持续 推荐买入金沙中国(01928)、美高梅中国(02282)及银河娱乐(00027)
Zhi Tong Cai Jing· 2025-09-15 08:25
Group 1 - The core viewpoint is that Macau's gaming industry is expected to maintain strong momentum due to various factors such as major events, wealth effects from the stock market, relaxed visa policies, and ongoing security concerns in Thailand and the Philippines, leading more mainland tourists to choose Hong Kong and Macau as destinations [1][2] - The overall industry anticipates strong growth momentum to continue for the remainder of the year, with a projected 9% year-on-year increase in Macau's total gaming revenue (GGR) for 2025, translating to a 14% year-on-year growth from September to December this year, and a 7% growth in 2026 [1] - The company Goldman Sachs has a "buy" rating for Sands China (01928), citing that the stock price has not fully reflected its ability to regain market share and potential for dividend growth, with a target price set at HKD 24.8 [1] Group 2 - Galaxy Entertainment (00027) is also favored by the company, with expectations of increased market share driven by the new hotel Capella and numerous major events, and a target price of HKD 55.9 with a "buy" rating [2] - MGM China (02282) is noted for its attractive valuation, with expectations to maintain a market share of 15% to 16% and a dividend yield of 5.1%, also anticipated to absorb some gaming volume from the upcoming closure of satellite casinos, with a target price of HKD 20.4 and a "buy" rating [2]
高盛:料澳门博彩强劲势头持续 推荐买入金沙中国、美高梅中国及银河娱乐
Zhi Tong Cai Jing· 2025-09-15 08:21
Core Viewpoint - Goldman Sachs reports that Macau gaming companies attribute the strong performance of gross gaming revenue (GGR) in recent months to a combination of major events, wealth effects driven by the stock market, relaxed visa policies, and ongoing security concerns in Thailand and the Philippines, leading more mainland travelers to choose Hong Kong and Macau as destinations [1] Industry Summary - The gaming industry anticipates strong growth momentum to continue for the remainder of the year, with expectations of a 9% year-on-year increase in Macau's total gaming revenue for 2025, translating to a 14% year-on-year growth from September to December this year, and a 7% growth in 2026 [1] Company Summary - Sands China (01928) is favored by Goldman Sachs due to its stock price not fully reflecting its ability to regain market share and potential for dividend growth, despite potential short-term profit margin pressure from recent promotional adjustments and reinvestment rates; target price set at HKD 24.8 with a "Buy" rating [1] - Galaxy Entertainment (00027) is also viewed positively, with expectations of market share growth driven by the new hotel Capella and major events; target price set at HKD 55.9 with a "Buy" rating [1] - MGM China (02282) is considered the most attractively valued, expected to maintain a 15% to 16% market share with a dividend yield of 5.1%, and likely to absorb some gaming volume from the upcoming closure of satellite casinos; target price set at HKD 20.4 with a "Buy" rating [1]
大行评级|高盛:预期澳门全年赌收按年增长9%,将金沙中国列为首选
Ge Long Hui· 2025-09-15 02:48
高盛发表研究报告指,澳门博彩企业均将近月的博彩总收入(GGR)强劲表现归因于密集的盛事、股市带 动的财富效应、签证政策放宽,以及泰国及菲律宾安全隐忧持续,令更多内地旅客选择港澳作为目的 地。对于十一黄金周,基于酒店预订几乎爆满。整体而言,业界预期强劲增长动能将在今年余下时间持 续。该行预期澳门2025全年赌收按年增长9%,意味今年9至12月按年增长14%,2026年则增长7%。 股份方面,金沙中国为该行首选,因股价尚未充分反映其夺回市场份额的能力及股息增长潜力,尽管公 司近期调整推广活动及再投资率,可能导致第三季利润率承压,带来短期下行风险,现予目标价24.8港 元及"买入"评级。另外,该行亦看好银河娱乐,料市场份额有上升空间,由新酒店嘉佩乐及密集的盛事 所推动,现予目标价55.9港元及"买入"评级。至于美高梅中国的估值最具吸引力,该行料可公司维持15 至16%市场份额,股息收益率达5.1%,亦有望从即将关闭的卫星赌场吸收部分博彩量,现予目标价20.4 港元及"买入"评级。 ...
大摩:料澳门第三季博彩收入同比增16% 予金沙中国等“增持”评级
Zhi Tong Cai Jing· 2025-09-03 07:55
Group 1 - Morgan Stanley reports that Macau's gaming revenue in August increased by 12% year-on-year, aligning with the bank's and market expectations [1] - After three consecutive months of double-digit growth, the operating leverage is expected to start playing a role in the second half of the year, driving margin expansion and profit correction [1] - The bank anticipates a 16% year-on-year increase in gaming revenue for September, indicating a 16% rise in the third quarter [1] Group 2 - Morgan Stanley maintains "overweight" ratings for Sands China (01928), MGM China (02282), and Wynn Macau (01128) [1]