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濠賭股續挫約3%-6.5% 銀娛及金沙最傷 大摩降今明兩年澳門賭收預測及濠賭股目標價
阿思達克 03-30 11:33
廣東省上周五(27日)起對包括港澳台地區及中轉旅客的所有經廣東口岸入境人員實行核酸檢測全覆蓋,並集中自費隔離醫學觀察14天。摩通指措施對澳門賭場猶如停業,花旗隨即下調澳門今年賭收預測至按年降45%,大摩今天更預計濠賭股收入下跌趨勢可能會持續至10月(之前料至7月),故下調澳門今明兩年賭收預測,其中將今年博彩毛收入預測由原先跌16%,下調至跌35%。同時,下調濠賭股目標價。

濠賭股延續上周五逆市捱沽勢,遭大摩分別削價至11%及25%至50元及33元的兩大藍籌銀娛(00027.HK)及金沙(01928.HK)三連挫,股價分別報40.05元及27.5元及,續挫6.1%及6.6%,為最傷兩隻藍籌,兩者均跌破10天線。

遭大摩削價35%至11元的美高梅(02282.HK)三連跌,最低見7.51元,現造7.61元,跌2.9%。遭大摩削價30%至14元的永利(01128.HK)兩連跌兼失守10天線,最低見11.64元,現造11.78元,續挫4.2%。遭大摩削價5.7%至11.5元的澳博(00880.HK)三連跌兼失守10天線,最低見6.32元,現造6.36元,續跌4.5%。

新濠(00200.HK)三連跌兼失守10天線,最低見10.76元,現造11.08元,續挫5%。

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