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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]
新濠影汇上涨23.02%,报5.29美元/股,总市值11.15亿美元
Jin Rong Jie· 2025-08-20 15:25
Group 1 - The core viewpoint of the article highlights the significant stock price increase of Melco Resorts & Entertainment (MSC), which rose by 23.02% to $5.29 per share, with a total market capitalization of $1.115 billion as of August 20 [1] - Financial data indicates that Melco Resorts reported total revenue of $352 million for the period ending June 30, 2025, representing a year-on-year growth of 12.87% [1] - The company also reported a net profit attributable to shareholders of -$19.718 million, which shows a year-on-year improvement of 58.93% [1] Group 2 - Melco Resorts & Entertainment is described as a world-class gaming, retail, and entertainment resort located in Macau, featuring a movie-themed integrated resort with unique non-gaming attractions [1] - The resort includes the world's first figure-eight Ferris wheel, a 4D Batman flight simulator, a high-end nightclub, and a live performance arena with 5,000 seats [1] - The company offers approximately 1,600 luxury hotel rooms, various dining options, and around 35,000 square meters of retail space [1]
永利澳门(01128)将于9月17日派发中期股息每股0.185港元
Zhi Tong Cai Jing· 2025-08-20 14:24
Group 1 - The company, Wynn Macau, announced a mid-term dividend of HKD 0.185 per share, which will be distributed on September 17, 2025, for the six months ending June 30, 2025 [1]
新濠影汇上涨7.91%,报4.64美元/股,总市值9.78亿美元
Jin Rong Jie· 2025-08-20 13:50
Group 1 - The core viewpoint of the article highlights the significant stock price increase of Melco Resorts & Entertainment (MSC), which rose by 7.91% to $4.64 per share, with a total market capitalization of $978 million as of August 20 [1] - Financial data indicates that Melco Resorts reported total revenue of $352 million for the period ending June 30, 2025, reflecting a year-on-year growth of 12.87% [1] - The company experienced a net loss attributable to shareholders of $19.718 million, which represents a year-on-year improvement of 58.93% [1] Group 2 - Melco Resorts & Entertainment is described as a world-class gaming, retail, and entertainment resort located in Macau, featuring a highly differentiated non-gaming entertainment offering [1] - The resort includes unique attractions such as the world's first figure-eight Ferris wheel, a 4D Batman flight simulator, a high-end nightclub, and a live performance arena with 5,000 seats [1] - The company operates approximately 1,600 luxury hotel rooms, various dining options, and around 35,000 square meters of retail space [1]
美高梅中国8月20日注销500万股已购回股份
Zhi Tong Cai Jing· 2025-08-20 10:20
美高梅中国(02282)发布公告,于2025年8月20日该公司注销500万股已购回股份。 ...
美高梅中国(02282)8月20日注销500万股已购回股份
智通财经网· 2025-08-20 10:15
智通财经APP讯,美高梅中国(02282)发布公告,于2025年8月20日该公司注销500万股已购回股份。 ...
永利澳门:2025上半年净利润约2.31亿港元
Mei Ri Jing Ji Xin Wen· 2025-08-20 09:52
每经AI快讯,8月20日,永利澳门(01128.HK)在港交所发布中期业绩报告,上半年收入约136.3亿港元, 同比下降7.5%;净利润约2.31亿港元,同比下跌85.5%。 ...
永利澳门发布中期业绩,股东应占溢利2.31亿港元 同比减少85.52%
Zhi Tong Cai Jing· 2025-08-20 09:27
娱乐场收益由截至2024年6月30日止6个月的120.9亿港元(占经营收益总额的82.1%)减少至截至2025年6月 30日止6个月的113.9亿港元(占经营收益总额的83.6%),主要是由于我们的澳门业务的贵宾赌台收益占转 码数百分比及中场赌台收益下降所致。 中场赌台收益由截至2024年6月30日止6个月的113.7亿港元减少3.9%至截至2025年6月30日止6个月的 109.3亿港元,中场赌台投注总额由截至2024年6月30日止6个月的532.3亿港元减少1.8%至截至2025年6 月30日止6个月的522.6亿港元。 经营收益总额由截至2024年6月30日止6个月的147.3亿港元减少7.5%至截至2025年6月30日止6个月的 136.3亿港元,主要是由于贵宾赌台收益占转码数百分比及中场赌台收益下降,以及我们的澳门业务的 平均每日房租下降所致。 永利澳门(01128)发布截至2025年6月30日止6个月中期业绩,该集团取得娱乐场收益113.86亿港元,同比 减少5.82%;拥有人应占溢利2.31亿港元,同比减少85.52%;每股基本盈利0.04港元,拟派发中期股息每股 0.185港元。 ...
永利澳门(01128.HK):中期股东应占纯利2.31亿港元 同比减少85.5%
Ge Long Hui· 2025-08-20 09:24
格隆汇8月20日丨永利澳门(01128.HK)发布公告,截至2025年6月30日止六个月,实现经营收益136.26亿 港元,同比减少7.5%;娱乐场收益为113.86亿港元,同比减少5.8%;经调整EBITDA为34.67亿港元,同 比减少20.4%;公司拥有人应占纯利2.31亿港元,同比减少85.5%;基本每股盈利0.04港元。于2025年8 月20日,董事会决议宣派截至2025年6月30日止六个月的中期股息每股股份0.185港元。中期股息预计将 于2025年9月17日派付。 ...
新力量NewForce总第4841期
First Shanghai Securities· 2025-08-20 09:05
Company Research - China Hongqiao (1378, Buy): Integrated cost advantages are significant, with a large buyback reflecting confidence. The company achieved revenue of 81.039 billion RMB in H1 2025, a year-on-year increase of 10.1%[11] - NetEase (NTES.US/9999.HK, Buy): Deferred revenue grew by 25% year-on-year, driven by updates in both new and existing game content[14] - Xtep International (1368, Buy): H1 2025 profit increased by 21.5%, with professional sports business maintaining rapid growth[21] Financial Performance - China Hongqiao's gross profit margin improved by 0.6 percentage points to 25.2%, benefiting from energy structure optimization and low-carbon technology[6] - NetEase's GAAP net profit reached 8.6 billion RMB, a year-on-year increase of 27.3%[14] - Xtep's revenue grew by 7.1% to 6.84 billion RMB, with the professional sports segment increasing by 32.5%[21] Market Outlook - The global electrolytic aluminum market is in a tight balance, with prices expected to remain between 20,600-21,300 RMB/ton in H2 2025[7] - China Hongqiao's target price is set at 29.0 HKD, indicating a potential upside of 24% from the current price[9] - Xtep's target price is 7.36 HKD, reflecting a 19.8% upside potential[25]