匯豐普遍削濠賭股目標價 相關股捱沽 銀娛及永利午後跌幅擴大
匯豐研究指,澳門重新開放後,每位賭客平均開支下降,旅客的重點正在轉向音樂會等非博彩活動,普遍下調濠賭股目標價。
濠賭股今天全線捱沽跑輸大市兼成交增加,上季虧損收窄至616萬美元的永利澳門(01128.HK)連跌第四天,尤其是今天曾急挫14%低見6元創逾11個月低,現報6.14元,急跌12%,成交激增至5,025萬股,創八個月高。季績後持續捱沽的銀娛(00027.HK)也連跌第四天,午後初段跌幅曾擴至8.5%低見40.35元,現報41.2元,挫6.6%。
金沙中國(01928.HK)及澳博(00880.HK)連跌第四天,最低見20元及2.55元(創52周新低),現報20.4元及2.61元,均續跌4%。
新濠國際(00200.HK)低見5.1元創11個月低,現報5.22元,跌2.2%。美高梅(02282.HK)也未能受益於獲匯豐升級至「買入」兼升價12%至13元。該股兩連跌,最低見9.35元,現報9.48元,跌幅3.3%。
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