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《行業報告》花旗:濠賭受挫屬市場過慮,首選新濠、金沙及銀娛 @ 2012-06-27T13: Back Hot News
Keyword:濠賭股
Concept:84點濠賭股 , 內地收緊澳門自由行
《經濟通通訊社26日專訊》濠賭股今早全線急挫,富國銀行報告指內地或收緊個人游簽,
昨日有報告指出,內地可能收緊個人游簽證及降低信用卡海外消費上限,拖累濠賭股昨日全線下跌。然而,市場普遍認為反應過敏,濠賭股今早反彈,金沙(1928-HK)半天升3.5%、永利澳門(1128-HK)升3.5%、銀河娛樂(0027-HK)升4.3%、美高梅(2282-HK)升1.9%。
中保監公布,5月份新增投資保險資金為535億人民幣,保險資金投保升勢持續,中港兩地內險股均做好。有外資報告指,內地可能收緊個人游簽證,及大幅降低內地信用卡海外消費額度,均大大影響澳門博彩業收益,結果令一眾濠賭股下跌,當中金沙(1928)跌近6%報22.7元。另有中資行指華潤水泥(1313)毛利下跌,相關股價跌近5%,西部水泥(2233)更跌近一成。 其實昨日天堂與地獄的例子,數之不盡。例如中資鐵路股,個別航運股午後升幅擴大,但最多是3%起,升幅有5%已是好表現。反之下跌股份中,如信義玻璃(0868)跌幅至少3%者,比比皆是,不少則於勝利管道(1080)和中國聯塑(2128)等,跌幅有近一成有多。眼見恆生指數上升,不少報道便以「偏穩」來形容市況,白戶絕不苟同。
昨天有報告指中國可能會收緊個人游的簽證,甚至降低內地信用卡的海外消費上限,因而令到有一批股份下跌,筆者認為收緊澳門賭博或有可能,但話要收緊內地消費,根本是天方夜譚,筆者認為發生的機會是零,那麼如何利用市場因為這個低能消費而下挫的股份呢?投資者如果想進步,因為要很快就想到這一點,筆者的意思已於昨天收費版的VIDEO中講及,不作重復啦。

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