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港股异动 | 博彩股午后涨幅扩大 中秋国庆双节将至 博彩企业普遍预期需求强劲
智通财经网· 2025-09-26 05:52
智通财经APP获悉,博彩股午后涨幅扩大,截至发稿,新濠国际发展(00200)涨5.03%,报5.64港元;银 河娱乐(00027)涨3.08%,报42.9港元;澳博控股(00880)涨2.59%,报3.17港元;美高梅中国(02282)涨 1.72%,报16.01港元。 高盛此前发布研报称,对于十一黄金周,基于酒店预订几乎"爆满",以及与客户沟通的情况,博彩企业 普遍预期需求强劲,而全国运动会则不会对博彩收入有显著影响。中泰国际分析亦指出,若9月与国庆 期间的游客数量与赌场收入较好,对龙头博彩股将受益。 消息面上,为防范超强台风"桦加沙",澳门特区政府于9月23日下午5时关闭赌场,至9月25日凌晨2时重 开,历时33小时。汇丰表示,赌场停业或进一步抑制国庆黄金周前的淡季需求。但分析人士表示,中秋 国庆"超级黄金周"已然临近,旅游业的强劲复苏也为博彩股带来长期信心。 ...
美高梅中国9月25日斥资1574.99万港元回购100万股
Zhi Tong Cai Jing· 2025-09-25 10:22
美高梅中国(02282)发布公告,于2025年9月25日该公司斥资1574.99万港元回购100万股,回购价格为每 股15.61-15.85港元。 ...
美高梅中国(02282)9月25日斥资1574.99万港元回购100万股
智通财经网· 2025-09-25 10:20
智通财经APP讯,美高梅中国(02282)发布公告,于2025年9月25日该公司斥资1574.99万港元回购100万 股,回购价格为每股15.61-15.85港元。 ...
每日投资策略:恒指低开高走,港股收涨 359 点-20250925
Guodu Securities Hongkong· 2025-09-25 03:22
Group 1: Market Overview - The Hang Seng Index opened lower but closed up by 359 points or 1.37%, ending at 26,518 points, recovering above the 10-day moving average [3] - The market saw a total turnover of 288.77 billion, marking three consecutive days below 300 billion, with a net inflow of 13.704 billion from northbound trading [3] - Among 88 blue-chip stocks, 49 rose while 36 fell, with notable gainers including Xinyi Solar up 4.9% and Galaxy Entertainment up 2.2% [4] Group 2: Company Developments - Chow Tai Fook reported a net profit of 2.162 billion, a year-on-year increase of 3.73%, with total revenue of 24.285 billion, down 8.09% [12] - Alibaba Cloud announced plans to establish data centers in Brazil, France, and the Netherlands, with further expansions planned in Mexico, Japan, South Korea, Malaysia, and Dubai [13] - Baidu's A-share issuance plan has been approved by the Shanghai Stock Exchange, aiming to raise funds for early drug research and development projects [14] Group 3: Industry Trends - The Chinese Ministry of Commerce issued 13 policy measures to support service exports, including optimizing tax procedures and enhancing cross-border financial management [10] - The Ministry of Commerce and other departments released guidelines to promote digital consumption, encouraging the development of new business models like live-streaming e-commerce [9] - Gaode, a subsidiary of Alibaba, announced a waiver of annual fees for all restaurant merchants, resulting in a 6.31-fold increase in new merchant registrations in a single day [15]
花旗:维持恒指年底目标价26800点 看好互联网、内银及博彩板块
Zhi Tong Cai Jing· 2025-09-23 07:36
Group 1 - Citi maintains the Hang Seng Index target at 26,800 points for the end of this year and 27,500 points for mid-next year, driven by the 15th Five-Year Plan which is expected to catalyze growth in multiple sectors including technology, tourism, healthcare, insurance, and renewable energy [1] - The Hong Kong stock market has shown strong upward momentum this year, with expectations of broad recovery in earnings for both mainland and Hong Kong markets next year, supported by relatively low valuations compared to the US and Europe, and the Chinese market being one of the best performers when the US dollar weakens [1] - The outlook for internet stocks is positive, with AI expected to enhance advertising monetization and accelerate growth in AI computing platforms and cloud services, indicating that this sector is still in its early discovery phase [1] Group 2 - The gaming industry is expected to benefit from a supportive approval stance from mainland authorities, with at least 1,500 domestic games anticipated to be approved, and mobile gaming being less affected by foreign economic conditions [1] - The online retail sector is expected to recover healthily as competition in the food delivery market stabilizes [1] - The banking sector is viewed favorably due to public fund reforms driving capital inflows into financial stocks, and the potential for profit growth from adjustments in provisions, alongside the attractiveness of high-yield stocks amid declining interest rates in the US and China [1] Group 3 - The gaming and casino sectors are also seen as attractive, with current valuations being reasonable and low sensitivity to tax changes, alongside expectations for increased foot traffic from events like concerts during the Golden Week [1] - Market expectations suggest that the Federal Reserve will continue to cut interest rates, but any further reduction in Hong Kong's best lending rate may depend on the stabilization of the local property market [2] - Citi has raised its earnings per share forecast for 2026 from 8.1% to 9.8%, benefiting from a low base in the internet sector, global economic growth, recovering demand for industrial stocks, and strong growth in the essential consumer goods sector [2]
港股异动 | 博彩股午后跌幅扩大 超强台风来临赌场或停业 花旗下调9月赌收预测
智通财经网· 2025-09-23 06:05
智通财经APP获悉,博彩股午后跌幅扩大,截至发稿,新濠国际发展(00200)跌4.03%,报5.24港元;美 高梅中国(02282)跌2.49%,报15.66港元;澳博控股(00880)跌2.52%,报3.1港元;永利澳门(01128)跌 1.99%,报6.88港元。 花旗发布研报称,澳门特区政府已发出警示,若本周超强台风桦加沙触发八号或以上热带气旋警告信 号,将要求赌场暂停营业。因此,该行将9月的博彩总收入预测由195亿下调至185亿澳门元,按年增长 7%,相当于2019年同期约84%,意味今个月余下时间的日均博彩收入约5.61亿澳门元。 消息面上,为防范超强台风"桦加沙",澳门特区政府地球物理气象局23日5时发出三号风球,预计将在 17时改发八号风球。澳门特区政府已全面启动应急机制。据悉,澳门将进入即时预防状态,将执行低洼 地区疏散撤离计划。 ...
美高梅中国(02282.HK)9月22日回购1937.11万港元,年内累计回购3.93亿港元
Zheng Quan Shi Bao Wang· 2025-09-22 13:48
Group 1 - MGM China repurchased 1.2 million shares on September 22 at a price range of HKD 16.030 to HKD 16.260, totaling HKD 19.37 million [2] - The stock closed at HKD 16.060 on the same day, down 1.89%, with a total trading volume of HKD 89.72 million [2] - Since September 10, the company has conducted share buybacks for nine consecutive days, totaling 8.21 million shares and an aggregate amount of HKD 131 million, during which the stock price increased by 1.45% [2] Group 2 - Year-to-date, MGM China has completed 27 share buybacks, amounting to 25.22 million shares and a total expenditure of HKD 393 million [3] - Detailed buyback data shows the highest price on September 22 was HKD 16.260 and the lowest was HKD 16.030, with a total buyback amount of HKD 19.37 million for that day [3][4] - The buyback activity reflects a consistent strategy to support the stock price amid market fluctuations [3][4]
PointsBet Holdings Limited (PBTHF) Q2 FY25 Appendix 4C Investor Presentation Conference
Seeking Alpha· 2025-09-22 13:47
PointsBet Holdings Limited (OTCQX:PBTHF) Q2 FY25 Appendix 4C Investor Presentation Conference January 30, 2025 6:30 PM ET Company Participants Samuel Swanell - Group CEO Alister Lui - Group CFO Conference Call Participants Kai Erman - Jefferies Rohan Sundram - MST Financial Rohan Gallagher - Jarden Group Phil Chippindale - Ord Minnett Operator Thank you for standing by, and welcome to the PointsBet Holdings Limited Q2 FY '25 Appendix 4C Investor Presentation Conference Call. All participants are in a listen ...
PointsBet Holdings Limited (PBTHF) Q2 FY25 Appendix 4C Investor Presentation Conference (Transcript)
Seeking Alpha· 2025-09-22 13:47
PointsBet Holdings Limited (OTCQX:PBTHF) Q2 FY25 Appendix 4C Investor Presentation Conference January 30, 2025 6:30 PM ET Company Participants Samuel Swanell - Group CEO Alister Lui - Group CFO Conference Call Participants Kai Erman - Jefferies Rohan Sundram - MST Financial Rohan Gallagher - Jarden Group Phil Chippindale - Ord Minnett Operator Thank you for standing by, and welcome to the PointsBet Holdings Limited Q2 FY '25 Appendix 4C Investor Presentation Conference Call. All participants are in a listen ...
美高梅中国(02282)9月22日斥资1937.11万港元回购120万股
智通财经网· 2025-09-22 10:34
智通财经APP讯,美高梅中国(02282)发布公告,于2025年9月22日,该公司斥资1937.11万港元回购120 万股。 ...