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港股異動 | 濠賭股普漲 金沙中國(1928.HK)升4%領漲
格隆匯10月26日丨濠賭股全線拉昇上揚,金沙中國漲4%,新濠國際發展漲3.6%,永利澳門、澳博控股、銀河娛樂、美高梅中國皆升超2%。
據悉,由於9月大部分時間澳門的出入境防疫要求有所放寬,入境旅客較8月增加53.7%至62.9萬人次,與去年相比增加40.1%。在澳門復甦方面,管理層認為市場有被壓抑的需求。大和日前發表報吿,預期澳門第三季博彩行業經調整EBITDA按年跌89%,當中以銀河娛樂跌幅最大,並因疫情持續而降賭收和盈利預期,重申對行業正面的看法,上調各公司評級至“買入”,銀娛和金沙中國為首選。

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