Market Brief

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Author

王富榮先生 (Chris Wong)
助理經理

現任職輝立助理經理,對投資大中小型股票均經驗豐富,亦擅於以窩輪、牛熊證操作。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得
Phone:
3925 9299

銀河娛樂 00027.HK 適應行業新常態

Monday, December 13, 2021 Views9917

最近太陽城集團 01383.HK
主席周焯華涉嫌在內地觸犯開設賭場罪,被溫州市人民檢察院依法批准逮捕,由於太陽城集團屬澳門最大的博彩中介集團,整個澳門博彩市場極度震盪。

根據以往資料,目前澳門貴賓廳業務僅佔疫情前行業 EBITDA 的約 15%,相比 2011 年佔比曾達 73%,及至 2019 年回落至
39%,已大幅下跌。 料相關事件對濠賭股營運盈利能力的影響非常有限,影響並非如以往般顯著。

故此當前震盪令價格出現大力回調,已帶來好的買入機會。日後仍然展望港澳邊境重新開放,澳門博彩法修訂,行業持續發展等積極因素,業界將於適應新常態下把握疫後復甦。

當中仍以龍頭企業銀河娛樂 00027.HK 綜合營運能力及前景最為樂觀。


買賣策略

收集 $40-43  目標 $50-55   止蝕 $38


本人王富榮為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之證券的所有相關財務權益。
 

 
 
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