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港股異動 | 濠賭股續漲 銀河娛樂(0027.HK)漲超3%領漲
格隆匯 03-17 10:03
格隆匯3月17日丨濠賭股延續近日漲勢,銀河娛樂(0027.HK)漲超3%,美高梅中國漲超2%,澳博、金沙跟漲。澳門特區政府宣佈推新一輪“保就業、穩經濟、顧民生”計劃,下月提前發放現金分享。即4月起,按序向符合條件的澳門特區居民發放現金分享款項,每名永久性居民獲發1萬元(澳門元,下同),每名非永久性居民獲發6千元。瑞銀髮研報指,澳門特區政府正尋求重啟自由行簽證,以及旅行團,預期有關新聞即將公佈。整個行業現價為2022年EV/EBITDA預測12.7倍,大致符合歷史平均值。該行看好澳門濠賭股,行業首選金沙、永利、新濠博亞娛樂及新濠國際。花旗亦相信改善主要來自於高的轉碼量所帶動,維持澳門3月份賭收預期不變在80億澳門元。

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