Market Brief

The articles are produced in Chinese only.

Author

羅世杰先生(Tommy Lo)
高級交易員

現任職輝立交易員,對投資股票、期權經驗豐富。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:
36670633

00027 銀河娛樂

Monday, November 19, 2018 Views1331

主要業務

 

公司主要在澳門從事娛樂場幸運博彩,以及提供酒店住宿款待及相關服務。除娛樂博彩生意外,公司在香港、澳門及中國內地亦會從事製造、銷售及分銷建築材料。

 

 

近期發展

 

公司在8月公布截止今年6月底止六個月之中期業績。集團按管埋層基準計算的博彩收益總額為343億元,按年上升30%。其中,貴賓廳博彩收益總額按年上升41%至196億元,中場博彩收益亦錄得按年上升18%至135億元。

 

上星期澳門行政長官崔世安於施政報告表示嚴格控制賭枱數目,強化對博彩中介人依法營運的監管,這或會對未來公司的博彩收益帶來負面影響。但銀娛在公怖今年上半年業績時亦表示,在路氹會繼續推進第三、四期發展,項目聚焦在非博彩業務,例如展覽活動和適合家庭旅遊的設施。公司亦會主動發掘海外市場,包括日本和菲律賓。預科新的發展項目或有助對沖未來博彩收益有可能下跌之影響。

 

 

技術分析

 

以下是公司的週線圖,股價在今年四月曾升至$73.35年內高位。及後不斷回落至11月$40.3水平,半年跌幅達45%。現階段股價在250週線($43.16)附近得到支持,料短期可作出技術性反彈。如對短期投資操作有興趣,可考慮於現價買入股份,以100週線($52)作為等一個阻力位止賺,如跌穿$43水平,則需作出止蝕行動。

 

基本資料

市盈率: 18.87倍 ; 每股帳面淨值: HKD 12.878
52週高/低: $77.35 / $40.3

 

買賣策略

買入: $46.25 目標價: $52 止蝕價: $43

 

 

 

參考資料來源:
www.etnet.com.hk

 

註:本人羅世杰為證監會持牌人士。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証券的所有相關財務權益。

 

This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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