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濠賭股全面續漲逾4%-6% 瑞銀及美銀認為中央潛在撐澳門政策有助博彩業
阿思達克 12-13 14:17
據報國家主席習近平將於下周到訪澳門慶祝回歸20周年期間宣布多項新政策,包括建立人民幣計價的證券交易所,加快人民幣結算中心並在橫琴分配土地供澳門發展,以促進澳門經濟多元化。瑞銀認為澳門獲中央政策支持,有利澳門博彩業,因有更多財富和人流隨時間進入,以及澳門與橫琴整合後,也可提高地區旅遊吸引力,並可能為澳門賭場營運商提供更長期發展機會。該行首選銀河娛樂(00027.HK)、新濠國際(00200.HK)。評級均為「買入」,目標價分別為62.3元及22.7元。此外,美銀也認為潛在支持政策有助澳門達成長遠目標,博彩業將受惠可持續增長。 濠賭股連續第二天受捧,銀娛及金沙(01928.HK)分別高見57.9元及39.8元,現造57.5元39.65元,續升6.1%及5.3%,為表現最好藍籌,前者股價創逾七個月高及成交增至1,945萬股。 美高梅中國(02282.HK)重越牛熊線(13.54元),高見13.2元,現造12.86元,續升6.6%,成交增至1,987萬股;永利澳門(01128.HK)高見18.7元,現造18.36元,續升6.4%,成交增至1,472萬股;新濠國際(00200.HK)一舉升破10天、20天及50天線(19.7-19.9元),最高見20.45元,現造20.25元,續升4.4%,成交310萬股;澳博控股(00880.HK)高見8.88元,現造8.83元,續升5%。 信德(00242.HK)續升4.5%報3.51元,創逾七個月高,成交急增至2,305萬股為近期罕見。(sz)~ 阿思達克財經新聞 網址: www.aastocks.com
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