港股異動丨濠賭股普漲 澳門4月幸運博彩毛收入同比增長1.7%
濠賭股普漲,美高梅中國漲超2%,銀河娛樂、永利澳門、金沙中國漲超1%。澳門博彩監察協調局昨日公佈,今年4月份幸運博彩毛收入同比增長1.7%,至188.58億澳門元,爲連續3個月錄得同比增長。今年1-4月份幸運博彩毛收入765.14億澳門元,同比增長0.8%。瑞銀髮研報指,澳門4月賭收約爲189億澳門元,按年升約2%,惟按月計則跌約4%,即日均賭收約爲6.29億澳門元,高於市場預期的6.1澳門億。對於五一黃金週,澳門旅遊局預計,期內的每日訪客量介乎12.7萬至14萬人次,按年升4至16%,而市場則預期期間的總賭收將較去年略爲下滑。由於關稅影響,瑞銀對行業看法更爲審慎,首選銀娛。摩根大通亦指,4月澳門博彩收入總額(GGR)按年增2%至189億澳門元,優於預期。然而,摩通並不認爲濠賭股第一季的盈利會對現時股價有太大的影響,除非遠高於或低於預期。因此,將目標聚焦五一黃金週的表現上,並與去年同期以及農曆新年的假期進行比較。短期展望,摩通持防守策略,建議做多美高梅中國,因其強勁的盈利能力及相對價值及收益表現。中期展望則建議逐步累積大型且流動性高的股票,尤其看好銀河娛樂,看好其相對價值和中期增長潛力。(格隆匯)

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