港股异动 | 濠赌股续涨 银河娱乐(0027.HK)涨超3%领涨
格隆汇3月17日丨濠赌股延续近日涨势,银河娱乐(0027.HK)涨超3%,美高梅中国涨超2%,澳博、金沙跟涨。澳门特区政府宣布推新一轮“保就业、稳经济、顾民生”计划,下月提前发放现金分享。即4月起,按序向符合条件的澳门特区居民发放现金分享款项,每名永久性居民获发1万元(澳门元,下同),每名非永久性居民获发6千元。瑞银发研报指,澳门特区政府正寻求重启自由行签证,以及旅行团,预期有关新闻即将公布。整个行业现价为2022年EV/EBITDA预测12.7倍,大致符合历史平均值。该行看好澳门濠赌股,行业首选金沙、永利、新濠博亚娱乐及新濠国际。花旗亦相信改善主要来自于高的转码量所带动,维持澳门3月份赌收预期不变在80亿澳门元。

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