濠賭股全面升逾2%-4% 金沙及美高梅跑贏 大摩認爲濠賭股調整爲選擇性吸納機會
澳門官員指對博彩業資格審查及加強監管無設定立場將開放聽取業界意見。大摩認爲濠賭股調整帶來選擇性吸納機會,相關股今早全面造好,藍籌銀娛(00027.HK)由逾年半低位連彈第三天,最高見42元,現報41.25元,續升2.2%;同爲藍籌金沙(01928.HK)承昨天由十年低位微彈勢,今早高見15.92元,現報15.7元,續彈4.1%。
永利(01128.HK)及美高梅(02282.HK)分別由逾五年半及逾九年低位反彈,最高見6.29元及5.88元,現報6.13元及5.7元,回升3.9%及4.4%。澳博(00880.HK)由五年低位連續第三天反彈,最高見5.64元,現報5.49元,升2.2%。新濠(00200.HK)繼上週四跌至8.55元創五年低喘定反覆回升,今早高見9.86元,現報9.68元,回升3.1%。
大摩指,就澳門特區政府推出修訂博彩法諮詢文件後,投資者關注澳門博彩股未來派息政策及賭牌續期情況,導致濠賭股上週急挫20-40%,但基於澳門旅客流量可望於2022年及2023年恢復,有信心澳門賭業未來需求復甦,相信調整可爲賭業股帶來選擇性吸納機會。該行看好銀娛多於金沙,維持「增持」評級,但將目標價由70元降至48元;另將金沙評級由「與大市同步」上調至「增持」。
澳門特區政府昨天就修改博彩法律制度舉行首場諮詢會,爲博企及博彩中介人專場。當中博企普遍認同完善法律制度,期望可獲得更多資料及細節。經濟財政司司長辦公室主任辜美玲表示,現行博彩法律制度已生效二十年,特區政府認爲有必要與時俱進,優化並補充現行法律存在的不足,政府在諮詢期間會開放聽取業界意見。
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