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港股异动 | 博彩股延续近期下跌 博彩法或令中介业务承压 花旗维持4月赌收预测185亿

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博彩股延续近期下跌,截至发稿,银河娱乐(00027)跌3.4%,报35.55港元;新濠国际发展(00200)跌3.66%,报5港元;金沙中国(01928)跌2.74%,报19.12港元;永利澳门(01128)跌0.27%,报7.42港元。

消息面上,据报道,澳门立法会第二常设委员会近日完成讨论,并签署意见书,《娱乐场幸运博彩信贷法律制度》法案将于本月中提交到大会进行细则性审议及表决,最新文本建议新法案于今年8月起生效。其中有一项,限仅博彩企业可向客人借筹码。这意味着中介的角色和业务范围受限,导致博彩中介业务的缩减,进而影响到与中介业务相关的博彩股的表现。

花旗发表报告称,透过行业渠道了解,澳门4月首14天的博彩总收入可能达到83亿澳门元,意味期内日均博彩收入约5.86亿元。相对4月首7日的日均收入6亿元,低出约2%。此外,澳门贵宾厅投注额按月下跌6%至7%,至于中场投注额则按月下跌4%至5%,贵宾厅赢率或低于正常水平。因此该行维持今年4月澳门赌收预测185亿元不变。

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