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美高梅/新濠/永利升6%-8% 瑞信調升全線濠賭股目標價
阿思達克 04-17 14:27
瑞信升濠賭股評級至「跑贏大市」及調高目標價,相關板塊今天升幅跑贏大市,尤其是獲瑞信升價至18元的永利澳門(01128.HK)曾重越50天(14.3元),最高見14.82元,現造13.82元,急彈8%,成交急增至2,307萬股。獲瑞信視為行業首選的新濠國際(00200.HK)三連升,股價挑戰50天線(14.38元),最高見14.6元,現造14.28元,急彈7.2%。獲瑞信升價至12.9元的美高梅中國(02282.HK)曾重越50天線(9.57元),最高見9.87元,現造9.51元,急彈6.1%。

獲瑞信升價至43.3元的金沙(01928.HK)股連彈第二天,最高見33.35元,暫受制50天線(33.4),現造31.9元,續升4.9%。金沙今天公布,董事會決議不派截至去年底末期股息,但強調公司資本雄厚、資金及流動資金狀況良好,並繼續致力於執行其於澳門的持續資本開支計劃。

獲瑞信升價9.5元的澳博(00880.HK)挑戰20天線(7.98元),最高見8.12元,現造7.87元,回升3.4%。獲瑞信升價至66.3元的銀娛(00027.HK)曾重越百天及牛熊線(52.1元及51.53元),最高見52.8元,現造50.4元,續彈3.4%。

瑞信近日將濠賭股評級由「中性」升至「跑贏大市」及上調目標價,相信內地「自由行」有望可於5月恢復,潛在可推動成為行業催化劑,而且可從其他區內賭場上搶佔市佔率,該行建議短期可收集濠賭股,該行首選新濠國際,其次是金沙,之後是銀娛及永利。此外,摩通預計內地6月起或可能逐步放鬆對澳門旅遊限制,屆時料澳門貴賓廳及優越中場賭收表現會較中場率先復甦。

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