港股异动 | 金沙中国(01928)涨超3%领涨博彩股 小摩维持澳门6月博彩收入175亿至180亿澳门元预测
博彩股持续走高,截至发稿,金沙中国(01928)涨3.07%,报18.14港元;银河娱乐(00027)涨2.47%,报39.45港元;澳博控股(00880)涨2.19%,报2.8港元;永利澳门(01128)涨1.48%,报6.87港元。
消息面上,据报道,澳门旅游局局长文绮华透露,从到访澳门旅客数量和消费数据显示,旅客访澳旅游及消费意欲持续上升,指今年截至5月的临时数据显示,入境旅客逾1400万人次,平均每天逾9.3万人次旅客,同比增长约5成,恢复至2019年同期的82.5%,整体旅客恢复情况理想。
摩通大根发研报称,维持6月博彩总收入预测175亿至180亿澳门元。该行指,即使行业需求复苏出乎意料具韧性,加上政策也看似有利,澳门博彩股目前的估值仍然便宜。该行认为,近期不会有强烈的因素促使重新评级,投资者现时可专注在长期利好因素。
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