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《大行报告》汇丰研究:澳门赌业股跑先基本面 看好金沙中国(01928.HK)
阿思达克 02-08 11:10
汇丰研究发表的报告指,在港上市的澳门博彩股於2月5日升约5%,主要因为运房局在立法会指出,香港未必要等到零确诊才重开关口,相信每日新增确诊数字降至单位数或低双位数,关口亦有望重开。运房局亦指如疫苗接种率高,或可加快中港澳三地旅游气泡的潜在协定。另一方面首批国药疫苗已抵达澳门,医护、出入境职员及前线赌场员工将获优先接种,并将於农历新年期间开始接种计划。

该行指出内地早前举行记者会谈及跨境博彩,呼吁涉跨境博彩人士自首,同时又指在农历年期间海外博彩或较猖獗,将成立小组在农历新年间打击博彩的参与者、金融服务平台、技术支援平台等人士,总括而言监管取态维持不变。

该行指出对澳门博彩股采选股策略,相估短期不确定性或限制上行空间,继续看好金沙中国(01928.HK),予「买入」评级,目标价36.6元。(el/a) ~

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