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澳門政府下午披露修改博彩法法案內容 濠賭股全線升 獲瑞銀視爲行業首選銀娛及金沙漲近3%至6%
據瞭解,澳門政府將於今日(1月14日)下午4點30分公開披露修改澳門博彩法的法案內容。該法案將提交法議會投票表決。據博監局早前公佈修訂博彩法公開諮詢總結,諮詢收集意見中普遍認爲賭牌批給數量應爲6個,並取消原有的「轉批給」做法。普遍意見認爲賭牌批給期以20年爲上限,部分認爲應以10年作考量基礎。 澳門今日(14日)起自內地經海陸口岸入境者須持48小時內核酸檢測陰性證明,但瑞銀指濠賭股按敏感性分析料至年底潛在回升115%,行業首選金沙中國(01928.HK)及銀河娛樂(00027.HK)。 濠賭股今天全面逆市反彈,尤其是金沙挑戰50天線(18.12元),最高見18.14元,現報18.1元,反覆回升近5.9%,成交增至2,052萬股,爲最強藍籌;同爲藍籌銀娛高見41.9元,現報41.8元,反覆回升2.8%。 澳博控股(00880.HK)及永利澳門(01128.HK)反覆重越10天線(5.09元及6.37元),最高見5.15元及6.46元,現報5.14元及6.42元,反覆回升3%及2.6%。 新濠國際發展(00200.HK)反覆回升2.1%報9.2元;美高梅中國(02282.HK)反覆回升1.1%報4.61元。 花旗指,澳門政府日前宣佈今天(14日)凌晨起所有經珠澳口岸入境澳門人士,必須持48小時內有效核酸檢測陰性結果證明方可通行,而從澳門經珠澳口岸到珠海則維持不變,仍是須持7天內有效核酸檢測陰性結果證明。該行認爲,近日鄰近珠海中山市坦洲鎮發現一宗本地確診個案,兩名澳門居民被列爲密切接觸者,令澳門當局再次收緊邊境檢疫限制,考慮到農曆新年前內地遊客訪澳人數通常會放緩,認爲近期措施收緊不會影響1月下半個月預測,維持今年1月份博彩總收入預測爲60億澳門元不變。 恆指現報24,324,回吐105點或0.4%,成交額950億元。
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