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不景气 美国DC饭店门庭稀落 博弈概念股连续2天跌停
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钜亨网记者蔡佳容˙台北
" V; q0 M$ p: b5 J3 H1 r2 a% j6 {0 h2008 / 10 / 24 星期五 13:15
8 |3 o+ L" O# H$ z+ V全球经济不景气,冲击博弈业者的生意上门,美国拉斯维加斯三大Dubo业者美高梅、金沙及波伊德传出可能破产的消息,加上台股重挫,台湾博弈概念股伍丰(8076-TW下单)、泰伟(3064-TW)、广积(8050-TW)连续 2天全面重挫跌停;法人指出,伍丰(8076-TW)主攻博彩,较不受影响,至于主攻博弈机台的泰伟和广积恐受波及。
* k; t/ ]3 k" z P% B- S7 Y6 V虽然前阵子才因为博弈条款有望在立法院闯关,激励博弈概念股股价大涨,但现在仍不敌国际金融风暴,全球资金已出现流动风险,消费紧缩,博弈产业更是大受冲击;国外媒体报导,澳门威尼斯人度假酒店的经营者金沙集团因受到金融风暴冲击,决定减缓在澳门的投资,甚至被迫取消向银行贷款52.5亿美元;除了金沙集团外,市场上更指出,美高梅和波伊德博彩公司,也有可能因为负债及股价下跌而破产。
" [/ z6 x1 c' h. R* h8 b法人认为,在市场的紧张恐慌的气氛下,近期博弈概念股卖压确实沉重;而泰伟和广积因主攻商用博弈机台(吃角子老虎),将会受到消费紧缩影响最深,当消费者不再花钱进度假酒店,博弈娱乐事业也将失去赚进大把钞票的态势。以广积今年第 3季营运表现来看,单季营收创下 5年来新低,仅新台币4.18亿元。$ E* Z% `% D; h f M) F
反倒是切入乐透彩投注机的伍丰较不受影响,因在不景气下,彩票事业仍将有机会获得不少商机;伍丰于 9月底正式与全球第二大电脑彩券与系统整合供应商INTRALOT及香港新濠环彩正式成为企业结盟伙伴,法人预估,来自 INTRALOT的订单可望让伍丰第4季营收向上攀升,惟因市场过度紧张,让伍丰股价也难以避开这场面风暴。
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