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恆指升逾300點 新濠、銀娛及金沙揚逾3%至4%
恆指繼今早升至15,721點遇阻,中午曾回順至15,412點獲承接,再度抽升,現報15,658,續升304點或2%,總成交額897億元。 券商料澳門上周日均賭收按周升5%,濠賭股今天全面造好,尤其是仍獲麥格理視為行業首選的銀娛(00027.HK)及金沙中國(01928.HK)均重越10天線,各報39.7元及21.35元,續升逾3%-4%。 新濠國際(00200.HK)最高見5.14元,現報5.1元,續升3.7%。美高梅中國(02282.HK)回升3.2%報9.7元。永利中國(01128.HK)及澳博(00880.HK)均重越10天線,最高見6.2元,現報6.11元及2.29元,續升1.8%及2.2%。 麥格理根據第三方數據提供者估計,澳門賭場1月截至21日第三周日均賭收6.28億澳門元,按周升5%,而因農曆新年前夕,本月最後一周賭收或會稍微放緩,假設本月餘下日子日均賭收介乎5.5億至6億澳門元,1月整體賭收料介乎185億至190億澳門元,達2019年74%至76%水平。該行對濠賭股首選仍為銀娛及金沙中國,因其酒店客房庫存豐富及設施翻新,兩者目標價分別為62元及38.1元,評級均為「跑贏大市」。
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