港股異動 | 濠賭股高開 永利澳門(1128.HK)漲超4%
格隆匯9月23日丨濠賭股高開,永利澳門(1128.HK)漲超4%,美高梅中國漲超2%,澳博控股、金沙中國漲超1%。高盛近日發表報吿,與澳博控股管理層舉行投資者會議,就澳門政府已展開修改博彩法的公眾諮詢,澳博管理層估計澳門特區政府可能續批目前六個博彩牌照。關於澳門新賭牌的特許經營期限,澳博預計新期限將會短於20年,指5年可能太短,公司參考新加坡的情況,認為新期限為10年屬合理估計。而澳博管理層認為大多數運營商應該有足夠的股權作為持牌公司。大摩則表示,基於澳門旅客流量可望於2022年及2023年恢復,相信為賭業股帶來選擇性吸納機會。有信心澳門賭業未來需求復甦,帶動中場收入高於2019年的表現,但目前疫情影響的情況持續時間高於預期,即令即使股價下跌,估值仍然高企。
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