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Melco International Development Limited 2020-09-22T15:28 財經茄呢啡 市場憧憬澳門賭場復蘇及重開,中場未來亦會持續增加,但該行認為行業短期仍存在風險;將今年賭收估計由原先跌72%,調降至跌81%,並料第四季賭收跌77%。擔心貴賓廳規模消減,瑞信建議避開較高負債、貴賓廳業務偏重,及資金配置較少彈性的濠賭股,相對地睇好新濠及銀娛。 該行又將永利連降兩級至「跑輸大市」,目標價削36%至10.9元。
Melco International Development Limited 2020-09-22T15:28 財經茄呢啡 濠賭股連日下降,銀娛跌3.45%,報53.1元;金沙跌2.85%,報30.65元;美高梅跌3.1%,報9.69元;新濠跌5.25%,報14.8元。
Melco International Development Limited 2020-09-22T15:28 財經茄呢啡 瑞信調降澳門賭收估計,同一時間調降多只賭業股評級目標價,銀娛 跌4.5%,金沙 跌3.6%;美高梅 跌4.3%;永利 跌3.9%;澳博 跌3.1%;新濠 跌4%。
Melco International Development Limited 2020-09-19T15:02 財經茄呢啡 在貴賓廳復蘇慢於預料下,除可留意具中場優勢的金沙外,新濠的高端中場獲花旗指為公司強項,該行績後並吁「買進」新濠,升目標價至20.5元,不妨跟進。新濠昨收報17.14元。
Melco International Development Limited 2020-09-19T15:02 財經茄呢啡 建議投資者在今年第四季可留意4個投資主題,第一個主題是潛在受惠新冠疫苗推出的主題股,將包括航空、濠賭股、餐飲及酒店業,在香港上市可受惠消費復蘇股權包括金沙中國、銀娛、澳博、同程藝龍、國航、新濠國際、香格里拉、南航、東航、六福、呷哺呷哺,予「買進」評級。
Melco International Development Limited 2020-09-19T15:02 財經茄呢啡 濠賭股造好,藍籌股銀娛 升1.9%;金沙 升2.8%。另外,美高梅 升1.8%;永利 升2.6%;澳博 升2.2%;新濠 升4.8%。富瑞引述行業渠道調查指出,上星期一至周日澳門日均博彩收入達1.14億澳門幣,較本月首6日的日均8300萬澳門幣增長37%。
Melco International Development Limited 2020-09-19T15:02 財經茄呢啡 投資者在今年第四季可留意4個投資主題,第一個主題是潛在受惠新冠疫苗推出的主題股,包括航空、濠賭股、餐飲及酒店業,如金沙中國、銀娛、澳博、同程藝龍、國航、新濠國際、香格里拉、南航、東航、六福、呷哺呷哺。
Melco International Development Limited 2020-09-17T15:10 財經茄呢啡 濠賭股造好,藍籌股銀娛 升1.9%;金沙 升2.8%。另外,美高梅 升1.8%;永利 升2.6%;澳博 升2.2%;新濠 升4.8%。富瑞引述行業渠道調查指出,上星期一至周日澳門日均博彩收入達1.14億澳門幣,較本月首6日的日均8300萬澳門幣提升37%。
Melco International Development Limited 2020-09-17T15:10 財經茄呢啡 在貴賓廳復蘇慢於預料下,除可留意具中場優勢的金沙外,新濠的高端中場獲花旗指為公司強項,該行績後並吁「買進」新濠,升目標價至20.5元,不妨跟進。新濠昨收報17.14元。
Melco International Development Limited 2020-09-17T15:10 財經茄呢啡 建議投資者在今年第四季可留意4個投資主題,第一個主題是潛在受惠新冠疫苗推出的主題股,將包括航空、濠賭股、餐飲及酒店業,在本港上市可留意股權包括金沙中國 、銀娛、澳博、同程藝龍 、國航 、新濠國際、香格里拉 、南航、東航 、六福 、呷哺呷哺 ,均予「買進」評級。
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