Hot News

《瑞銀窩輪》濠賭股急挫候低留意認購證作部署 @ 2013-02-07T12: Back Hot News
Keyword:濠賭股 新濠博亞 疊碼 澳門
Concept:澳門疊碼
受到中央有意收緊澳門博彩業「疊碼仔」在內地招攬豪客活動的消息影響,濠賭股昨日全面受壓,估計短期內相關股份表現仍較差,加上濠賭股當中我們仍首選金沙中國(01928和澳博(00880,建議暫時不要買入新濠博亞。
近期高盛、德銀、摩通等多家大行均發表報告唱好濠賭股,高盛指澳門博彩業今年將進入周期性復蘇和較睇好位於路潭有業務的博彩股,對新濠博亞(06883)評級「確信買入」,並維持2013年澳門博彩毛收入增長16%的預測。瑞信升金沙中國(01928)目標價至42元,維持「跑贏大市」,因集團暫時是唯一一間接近支出周期尾聲的營運商,股息收益率有上行空間。
濠賭股股價持續炒高之際,英國《泰晤士報》又發功,於兩個月內,第二度就內地的反貪腐題材作報道,引述中國執法機關消息指出,內地中共總書記習近平擬於農歷新年後在6個大城市展開反貪腐行動,並會針對澳門「疊碼仔」在內地招攬豪客的活動,這勢對澳門的貴賓廳生意構成沖擊。消息昨天「震散」濠賭股,市值蒸發達436.6億元。不過,證券界多認為消息屢傳,影響不致太大,業界則對《泰晤士報》提早發出的「警報」持觀望態度。

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2025 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.