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港股異動 | 濠賭股普漲 銀河娛樂(0027.HK)升逾3%領漲
格隆匯 01-07 10:58
格隆匯1月7日丨濠賭股普漲,銀河娛樂(0027.HK)升3.18%領漲,澳博控股、美高梅中國漲逾1%,永利澳門、金沙中國跟漲。澳門2019年出入境總人次及入境旅客量均創新高,大和日前發研報指,澳門12月賭收同比下滑13.7%,12月的賭收跌幅擴大,主要由於國家主席習近平訪澳,致當地收緊簽證,影響客量,相信是一次性影響,未有影響基本面。該行預期今年訪客量會回升,特別是橫琴關口提供24小時通關,預期今年賭收增長為5%,主要由中場帶動,而貴賓廳則持續下跌,推介金沙、銀娛等。美銀證券亦升多個濠賭股的目標價,評級均予“買入”,並指銀娛為今年濠賭股首選。
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