盤中異動 | 金沙中國有限公司盤中下跌4%，報於20.75港元
2022年10月10日9時30分，金沙中國有限公司(HK01928)盤中下跌4%，報於20.75港元，成交額達1426.82萬港元，換手率達到0.01%。
9月30日訊，中信證券發研報指，新《博彩法》已正式落地，而新賭牌公開競投也在9月14日完成，意外出現“七爭六”的局面，爲牌照發放帶來變數。該行認爲澳門特區政府對牌照發放的考察方面或包括：財務實力、非博彩業務規模與投放、酒店接待能力、拓展海外客源能力等。因此，在市場一片“坐定粒六”的呼聲下，不排除會出現“末位淘汰”以新人頂上，或新人和牌主“強強聯手”互補長短的“爆冷”局面。此外，澳門特首也在9月24日宣佈，將重啓內地遊客電子籤(即機器辦理簽證)和團籤。此舉實現了該行此前一直重申的“短多”邏輯裏的其中一個重要催化，客流回暖讓板塊在情緒面上獲得重要提振。預計首階段旅行團簽註在11月份能恢復，並率先涵蓋粵、閩、蘇、浙、滬“四省一市”。針對“散客”回來，該行首推中場和非博彩業務規模最大、酒店接待能力最高的金沙中國(01928)。而去年有新度假村上葡京開幕的澳博控股(00880)，以及有新度假村在建的新濠國際發展(00200)也相對有彈性。
10月3日，花旗：維持澳門博彩業正面看法，首選銀河娛樂(00027)及金沙中國(01928)。10月3日，小摩：繼續看好澳門博彩行業，首選金沙中國(01928)。9月27日，高盛：博彩股最新投資評級，維持金沙中國(01928)“確信買入”名單。
最新的財務數據顯示，公司於2022年1季度，營業收入4.58億美元，淨利潤-3.8億美元；營業收入同比減少43.52%，毛利潤同比減少64.36%，淨利潤同比減少99.48%。
盈立趨勢長盈模型最近一次交易信號，2022年9月26日出現關注信號，觸發價格爲20.4港元（信號僅供參考）。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
