港股異動 | 濠賭股全線走低 新濠國際(0200.HK)跌逾4%
格隆匯9月20日丨濠賭股全線走低,新濠國際(0200.HK)跌逾4%,美高梅中國跌逾2%,永利澳門、澳博控股、銀河娛樂均跌逾1%。澳門政府諮詢收緊博彩法,摩通發研報指,政策信號表明在賭場即將更新賭牌的過程中,監管對資本管理和日常運營的審查將更加嚴格。雖然實際監管和執行水平仍是爭論的焦點,但已令投資者大為憂慮,足以令濠賭股降級。該行下調永利澳門、金沙和新濠國際評級至減持,下調銀河娛樂、澳博和美高梅評級至中性。不過,美銀證券認為市場或對消息反應過度,該行指出,澳門諮詢修改博彩法有些負面,但未如預期般差,認為澳門博彩業一直是一個受到嚴格監管的行業,相信額外的監管不會破壞股東價值,最重要的問題是賭牌數量尚未確定。花旗亦指,《博彩法》修訂對六間賭企料有正面影響,惟市場只着眼潛在負面影響,故建議投資者可趁估值變吸引時才吸納濠賭股,看好金沙、澳博及銀娛。

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