港股異動 | 濠賭股普漲 獲多家大行全線上調目標價
格隆匯1月20日丨濠賭股普漲,美高梅中國(2282.HK)漲4%,永利澳門、金沙中國漲超2%,銀河娛樂、澳博控股漲超1%。瑞信最新發報吿指,澳門博彩業最壞的情況可能已經過去,風險回報有吸引力。該行全線上調澳門博彩股目標價,看好具有較多非博彩業務、較低負債、估值不高、以及最能在新中介人要求下毛利率提升的股份,首選金沙中國。 花旗近日亦表示,就澳門政府上週五(14日)公佈完成討論娛樂場幸運博彩經營法律制度的法律草案,相信可應消除大多數投資者的主要憂慮,包括股息、政府監管,澳門永久居民最低持股要求及博彩税等而規定,而批給期間不得多於十年屬預期之內。該行全線上調濠賭股目標價,以反映行業去除不明朗因素。該行認為,澳門新博彩法明確化屬最重要,預計濠賭股將在2022年可迎來市場重估,料年中可重啟關口。
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