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港股异动 | 濠赌股全线上涨 永利澳门(1128.HK)涨超5%领涨
格隆汇 06-09 10:01
格隆汇6月9日丨濠赌股全线上涨,永利澳门(1128.HK)涨超5%领涨,美高梅涨超3%,新濠国际、金沙中国涨超2%。瑞银近日发研报指,维持对澳门赌业正面看法,并平均将濠赌股的目标价升18%,以反映赌收潜在复苏的可见度上升,以及流动性风险降低。该行升金沙中国评级至“买入”,永利澳门亦由“沽售”上调至“中性”;维持澳博、银娱“买入”评级。大摩亦指,相信6月中可以放宽限制,当中首阶段会放宽广东省居民的进入,预期届时会有强劲的需求。行业股价年初至今表现与恒指大致同步,但相信随着限制在未来数周放宽,濠赌股会开始跑赢大市。

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