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摩通指澳門六博企獲續牌無驚喜 濠賭股全面回吐5%至15% 美高梅跌幅最大
澳門政府上周五(16日)與六間博彩企業簽署經營批給合同,摩通指六賭企獲續牌無驚喜,大摩看淡投資額較預期高的藍籌銀娛(00027.HK)和金沙中國(01928.HK)。此外,明日(20日)起珠澳口岸出入境人員須持72小時(原先24小時)內核酸檢測陰性證明通關。 濠賭股今天回吐壓力遠超大市,尤其是美高梅(02282.HK)高開報9元欠承接,掉頭跌破10天線(8.2元),最低見7.51元,現報7.53元,倒跌14.6%;新濠國際發展(00200.HK)跌破10天線(8.64元),午後低見7.85元,現報7.96元,回吐近11%。永利澳門(01128.HK)跌破10天線(8.9元),最低見8.16元,現報8.31元,回吐8.9%。澳博(00880.HK)低見3.95元,現報3.97元,回吐7.9%。 銀娛失守10天線(51.8元),最低見49.7元,現報49.85元,回吐5%;金沙低見24.5元(暫守穩10天線(25.45元),現報24.6元,回吐5%。 澳門政府與6間持現有賭牌博彩公司簽署新一輪博彩經營批給合同,投資總額共約1,188億元澳門元(下同),外國客源及非博彩項目的投資額佔1,087億元,餘下101億元則投放於博彩項目。大摩指,新濠旗下新濠博亞(MLCO.US)承諾投資118億元,投資額最低,並低過該行預期150億元,影響正面。銀娛及金沙分別投資283億元和303億元,遠高於該行早前預期200億元,影響負面。至於永利、美高梅和澳博投資額大致符預期。
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