濠赌股续跌逾3%-6%美高梅最伤 瑞信降今年澳门赌收预测及濠赌股评级
瑞信降今年澳门赌收预测及降大部分濠赌股评级,相关今天全面捱沽兼股价连跌第四天,蓝筹银娱(00027.HK)跌破百天线(54.93元),最低见54.5元,现造54.9元,续挫4.9%;同为蓝筹金沙中国(01928.HK)正考验百天线(31.65元),最低见31.6元,现造31.65元,续挫4.5%。
美高梅中国(02282.HK)失守百天线(10.16元),最低见9.96元,现造9.97元,续挫6.6%,股价正考验牛熊线(9.91元);永利澳门(01128.HK)最低见12.86元,创逾一个月低,现造12.88元,续挫4.7%;新濠国际(00200.HK)失守百天线(15.63元),报15.58元,续挫4.8%。澳博(00880.HK)低见9.95元,现造9.98元,续跌3.3%。
瑞信指,尽管市场正憧憬澳门赌股复苏和重开及未来会有更持续中场增长,但该行相信路途仍然未明,料行业短期风险仍存。因为在疫情下,澳门博彩业将面对结构性改变,包括监管收紧、贵宾厅规模缩少、虽然中场复苏,但利润会减少、自由现金流降低,以及赌牌条款仍然未确定,故瑞信将澳门今年赌收预测由原先估计跌72%,下调至跌81%,料今年第四季赌收跌77%。该行建议避开一些较高负债、贵宾厅业务偏重、资产配置较少弹性的濠赌股。
该行表示,下调新濠、银娱、金沙及美高梅评级至「中性」,并将永利评级降至「跑输大市」,但维持澳博「中性」评级,相对地看好新濠和银娱。
恒指午後跌幅曾扩至427点,低见24,027,现造24,069,急吐385点或1.6%,成交额778亿元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.