Market Brief

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Author

李樂雯女士 (Phoenix Li)
經理

現任職輝立分行經理,對股票、期貨投資經驗豐富。 樂意為客戶提供投資分析及買賣策略。 歡迎各位來電交流心得。
Phone:
29437400

新濠國際發展有限公司 (200)

Friday, October 29, 2021 Views6610

200.HK 新濠國際發展

 

主要業務

新濠國際發展有限公司是一家主要從事娛樂及物業業務的香港投資控股公司。 公司通過兩個部門運營。博彩、休閒及娛樂分部從事提供餐飲、娛樂及相關服務、彩票業務、參與及製造電子遊戲機,以及分銷遊戲籌碼和牌匾。物業及其他投資分部主要從事物業投資及可供出售投資等。

 

業續

截至 2021 年 6 月 30 日止六個月,新濠國際發展有限公司收入增長 10% 至 HK$8.43B。 淨虧損減少 55% 至 HK$1.65B。 收入反映澳門分部增長 11% 至 HK$7.3B,菲律賓分部增長 12% 至 HK$1.03B。 淨虧損減少反映其他收入/(費用),淨減額從 1.18 億港元(費用)至 4.429 億港元(收入),信用損失準備金,淨減少 81% 至 1.18 億港元(費用)。

 

投資期望

據澳門統計局統計,今年9月,酒店及公寓客人同比增長1.5倍至53.1萬人次; 大陸住客(41.8萬人)增長2.1倍,本地住客(8.2萬人)也增長31.7%。 . 住客平均逗留天數同比增加0.2晚至1.8晚。 平均客房入住率為50.6%,同比上升33.5個百分點。 由於當月大部分出入境檢疫要求較8月份放寬,平均入住率也環比上升12.2個百分點。今年前三季度,澳門酒店及公寓平均客房出租率為50.6%,同比上升27.8個百分點; 住客人數增長1.1倍至504.0萬人次,平均入住天數也增加0.1晚至1.8晚。

 

據澳門旅遊局統計,隨著珠海與澳門之間通關的放寬,入境游客人數呈上升趨勢,上週後半期達到2萬人次以上。 有澳門酒店經營者表示,大部分遊客在同一天來回往返,入住率依然疲軟,只有40%至50%。 他們對後市持謹慎態度,擔心內地新一波疫情影響澳門復甦步伐。 希望隨著澳門疫情得到控制,盡快恢復珠澳通關7天核檢有效期,再配合大獎賽、美食節等 11月舉辦帶動客流量逐步增加。 預計在兩者有利條件下,入住率有望上升。

投資建議
建議買入: $9.5 建議沽出: $12 建議止蝕: $8.55

註:本人李樂雯為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

 

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