港股異動 | 濠賭股反彈 機構指短期股價調整為買入機會
格隆匯1月31日丨濠賭股集體反彈,此前連跌兩日,新濠國際發展(0200.HK)漲2.76%,美高梅中國、金沙漲逾1%。
花旗近日發研報指,因肺炎疫情,中國政府暫停出境旅行團,以及銷售外遊的機票和酒店套票,令澳門黃金週客量下降,首四日澳門訪客量只有19.45萬人次,按年跌69%,自中國的客人則明顯下降,跌75%至11.17萬人次。該行希望肺炎帶來的負面影響會於夏天開始有減退,相信壓抑的需求加上基建改善,料下半年令賭收重收增長,重申對澳門長遠增長有信心,短期濠賭股股價的調整會是買入機會。
美銀證券亦指,澳門在農曆新年假期的人流明顯受到新型肺炎的影響,相信即使在熊市情境,有關影響屬短暫及一次性,認為行業股價已反映不利因素,將在一個月內見底,並在三個月時間完全恢復,未來進一步下跌為吸納機會。
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