實德金融策略研究部

股票推介 - 金沙中國 (01928.HK)

2015-10-02

中央將出臺措施支持澳門經濟,金沙中國(01928.HK)值搏率高     

 

據《澳門電臺》報導,澳門中聯辦主任李剛表示,中央將出臺更多措施支持澳門經濟,很多將會與博彩業有關,稱內地旅客過境本澳天數由5天增至7天,對旅遊業有很大促進,類似的支持性措施會陸續有來。李剛認為,澳門博彩業下跌的主因是目前經濟形勢不好,內地反腐和銀聯卡緊縮等只是部分原因。至於會否增澳門自由行城市,李氏稱,仍需視乎澳門旅遊承載力,以及政府調研和市民意見,要提高旅客品質而非數量。

 

相信以上消息,將可提振澳門的博彩股。

 

澳門9月博彩毛收入171.33億澳門元 按年跌33%

 

由於此前澳門博彩監察協調局公佈,9月份幸運博彩毛收入171.33億澳門元,按年下跌33%,跌幅比8月(186.23億澳門元)減少2.5%,但錄全年最低收入的月份。累計今年九個月毛收入1,760.15億澳門元,跌下36.2%,跌幅比上月收窄0.3%。

 

澳門的博彩業毛利大幅下跌,令博彩股過度調整,李剛的表態相信可令博彩股反彈,筆者首選金沙中國(01928.HK),因為市盈率已降至10倍左右,而收益率則高達8.09%,建議投資者于23元之下買入搏反彈,獲利目標30元。




(筆者為香港證監會持牌人士 - 李慧芬小姐)

電郵: research@successfn.com

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