港股異動 | 濠賭股悉數下跌 美高梅中國(2282.HK)跌逾6%領跌
格隆匯1月29日丨濠賭股悉數下跌,美高梅中國(2282.HK)跌逾6%領跌,金沙中國跌逾5%,銀河娛樂、新濠國際發展、永利澳門跌逾4%。野村最新發報告指,受到武漢肺炎疫情加劇影響,賭場營運商對前景更為悲觀,入境澳門的拱北口岸原應為主要農曆新年期間入境關口,過去數日幾近無人過關,澳門整體人流相當少,該行有接觸的所有酒店皆錄得大量訂單取消,行業對業務何時恢復感悲觀,惟根據往績,該行相信恢復只是時間問題。該行未有改變1月及2月博彩收入按年持平的預測,不過相信有可能錄得雙位數跌幅,仍需時數天觀察情況。此外,瑞信認為濠賭股今年首兩季盈測有下調風險;花旗則指濠賭股短期調整為入市良機;美銀證券亦認為濠賭股已反映不利因素,進一步下跌為吸納機會。
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