濠赌股全面续涨逾4%-6% 瑞银及美银认为中央潜在撑澳门政策有助博彩业
据报国家主席习近平将於下周到访澳门庆祝回归20周年期间宣布多项新政策,包括建立人民币计价的证券交易所,加快人民币结算中心并在横琴分配土地供澳门发展,以促进澳门经济多元化。瑞银认为澳门获中央政策支持,有利澳门博彩业,因有更多财富和人流随时间进入,以及澳门与横琴整合後,也可提高地区旅游吸引力,并可能为澳门赌场营运商提供更长期发展机会。该行首选银河娱乐(00027.HK)、新濠国际(00200.HK)。评级均为「买入」,目标价分别为62.3元及22.7元。此外,美银也认为潜在支持政策有助澳门达成长远目标,博彩业将受惠可持续增长。
濠赌股连续第二天受捧,银娱及金沙(01928.HK)分别高见57.9元及39.8元,现造57.5元39.65元,续升6.1%及5.3%,为表现最好蓝筹,前者股价创逾七个月高及成交增至1,945万股。
美高梅中国(02282.HK)重越牛熊线(13.54元),高见13.2元,现造12.86元,续升6.6%,成交增至1,987万股;永利澳门(01128.HK)高见18.7元,现造18.36元,续升6.4%,成交增至1,472万股;新濠国际(00200.HK)一举升破10天、20天及50天线(19.7-19.9元),最高见20.45元,现造20.25元,续升4.4%,成交310万股;澳博控股(00880.HK)高见8.88元,现造8.83元,续升5%。
信德(00242.HK)续升4.5%报3.51元,创逾七个月高,成交急增至2,305万股为近期罕见。
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