港股异动|赌场博彩板块涨幅靠前美高梅中国涨逾4%
格隆汇7月16日丨赌场博彩板块涨幅靠前,成分股华彩控股(新)(1371.HK)涨5.08%、美高梅中国(2282.HK)涨4.43%,永利澳门(1128.HK)、新濠国际发展(0200.HK)涨近3%。瑞信指,内地公安部表明将加强打击网上赌博,对澳门博彩业有利。加上中介之一的大阳城集团作为行业领导者首先表示不会从事外国法规容许经营而澳门不合法的业务,相信行业将大幅减少其海外业务运作。该行估算,柬埔塞及菲律宾网上赌博市场合计约有澳门市场的15%至20%,而假设当中三分之一回归澳门市场,亦意味相关收益可录得5%至7%增长。该行续对濠赌板块持正面态度,主要由於贵宾厅业务回稳、中场表现稳健,及市场预期较低。
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