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濠賭股全面續漲5.6%-16%金沙跑贏 澳門落實新博彩案大行看好
澳門新娛樂場幸運博彩法律制度草案建議訂明賭牌批給數量最多6個,明文禁止轉批給,批給期不多於10年,例外情況下可延長最多3年。多間外資行對此建議看法正面,其中高盛指,澳門新博彩法對市場屬驚喜,將金沙(01928.HK)納入「確信買入」名單。摩通指建議對濠賭業屬重大利好,將金沙及銀娛(00027.HK)視為行業首選;瑞銀指建議濠賭業有巨大重估潛力。 本港濠賭股延續上周五(14日)升勢兼成交增加,尤其是藍籌金沙突破百天線,最高見22.4元,現報21.25元,急漲16%為最強藍籌,成交增至4,913萬股;金沙母企拉斯維加斯金沙集團(LVS.US)上周五於美國股價急漲14%。 美高梅中國(02282.HK)突破50天線,最高見5.35元,現報5.26元,急漲12%。 永利中國(01128.HK)突破百天線,最高見7.8元,現報7.23元,續漲逾10%;其母企永利渡假村(WYNN.US)上周五於美國股價漲8.6%。 藍籌銀娛突破百天線,最高見46.5,現報45.5元,續升8.2%。新濠(00200.HK)高見10.06元,現報9.99元,續升8%。澳博(00880.HK)重越50天線,最高見5.69元,現報5.47元,續升5.6%。
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