港股異動 | 濠賭股全線上漲 美高梅中國(2282.HK)漲超4%
格隆匯10月20日丨濠賭股全線上漲,美高梅中國(2282.HK)漲超4%,銀河娛樂漲超3%,金沙中國、澳博控股、永利澳門漲超2%。因連續11天無新增社區傳播風險的新冠肺炎病例,澳門昨日(10月19日)起解除關閉部份娛樂場所的特別措施。此外,珠澳聯防聯控澳方工作組在18日表示,經珠澳聯防聯控機制協商一致,自10月19日12時起,澳門經珠澳口岸入境珠海的人員,持48小時內核酸檢測結果陰性證明,免除14天隔離醫學觀察。大和最新發研報指,預期澳門第三季博彩行業經調整EBITDA按年跌89%,當中以銀河娛樂跌幅最大,並因疫情持續而降賭收和盈利預期,但重申對行業正面的看法,上調各公司評級至“買入”,銀娛和金沙中國為首選,上望空間分別達38.3%及73.4%。該行認為新的法例對中場推動的EBITDA影響輕微、6家賭企未獲賭牌的風險較低。
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