银河娱乐午后涨超3% 小摩给予“增持”评级

新浪港股
Feb 23
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  银河娱乐(00027)午后股价上涨3.20%,现报43.82港元,成交额2.62亿港元。

  摩根大通发布研报称,根据行业数据,澳门2月首十五天博彩总收入录得88亿澳门元,换言之月内日均博彩收入为约5.87亿澳门元,其中过去一个星期日均博彩收入回落至5.43亿澳门元,对比2月首个星期及1月分别为6.25亿及7.3亿澳门元。

  选股方面,该行建议投资者聚焦于个别股份,而非等待行业整体估值重估,列银河娱乐(00027)为首选,给予‘增持’评级,其余偏好依次为美高梅中国(02282)、金沙中国(01928)及永利澳门(01128)、新濠博亚娱乐(MLCO.US)、新濠国际(00200),以及澳博控股(00880)。

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