濠賭股跌逾2%-5% 澳門爆發新一波疫情花旗料賭股呈調整
恆指在科指及工商分類指數主導,早段曾吐235點,低見20,839獲承接,現報20,929,僅回吐145點或0.7%,成交額506億元。
澳門爆發新一波新冠疫情,昨天至明日中午啟動全民核檢,以及當地銀行業今明兩天暫停營業。花旗料澳門收緊防疫措施將至少持續到7月底,該行將6月及7月博彩收入預測分別由30億及90億澳門元,下調至25億及30億澳門元,估計賭股將呈調整,但認為此將為其提供更佳吸納機會;瑞銀也料澳門7月中旬前不會放寬防疫,預計未來3至4周日均賭收跌五千萬澳門元之下。
濠賭股今早全面捱沽跑輸大市,尤其是藍籌金沙(01928.HK)、永利(01128.HK)及澳博(00880.HK)續跌5%-5.4%,分別低見13.66元、4.1元及2.96元。
銀娛(00027.HK)、美高梅(02282.HK)及新濠(00200.HK)跌逾2%-4%,前者八連跌曾低見38.55元創逾三個月低,後者沽壓最大,股價回吐4.2%曾低見4.88元。
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