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郭家耀: 北水暫停市場審慎 濠賭股短期料續波動
獨立股評人郭家耀稱,美股上周五(17日)表現向下,債息持續向上,影響投資市場氣氛,三大指數均錄得跌幅收市。美元走勢向好,美國十年期債息上升至1.37厘水平,金價反覆靠穩,油價表現向下。港股預託證券普遍偏軟,預料大市早段跟隨外圍低開。內地股市長假期前反覆造好,滬綜指收市上升0.2%,滬深兩市成交額有所減少。 港股上周五反覆回升,指數早段低見24,400點水平,其後跟隨內地股市反彈,並以全日高位收市。由於有指數換馬活動,大市成交亦創出月內新高水平。市場氣氛仍然謹慎,加上內地假期關係港股通暫停,預料市況較為淡靜,指數將於24,500至25,500點水平上落。 另澳門政府就修改《博彩法》展開諮詢,表示現行《博彩法》實施已約20年,部分法規未能完全配合發展趨勢及監管所需,故必須作出修訂,並舉行為期45日公眾諮詢。諮詢涵蓋賭牌數量、賭牌期限、對博企監管要求、僱員保障、對博企和中介人審查、引入政府代表、推動非博彩項目、社會責任,以及明確刑事和行政處罰制度。現時三主三副賭牌明年中到期,目前金沙(01928.HK)、美高梅(02282.HK)及新濠(00200.HK)持有的皆為副牌,市場憂慮續牌風險提升。當局亦建議在博企中引入政府代表,以及日後博企分派利潤時須先獲當局批准。由於澳門博彩業將重新訂下行業規則,投資者憂慮不明朗因素,短線股價將持續波動。 (本人沒持有上述股份)~
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