云顶名胜世界下周重开,双雄股价应声上涨
September 24, 2021
(吉隆坡23日讯)云顶名胜世界预料下周五(1日)起将恢复运作,带动云顶(GENTING,3182,主板消费产品服务组)和云顶大马(GENM,4715,主板消费产品服务组)双双走高。
今日休市,云顶涨15仙至5令吉零6仙,盘中最高曾攀上5令吉零9仙,成交量报677万8200股;云顶大马也起6仙至3令吉零9仙,一度升上3令吉10仙,共有972万7600股易手。
野村研究指出,云顶大马属下云顶名胜世界重开,对控股公司云顶而言肯定是一项“正面发展”。
“这也符合我们预期云顶名胜世界9月底或10月初重开的看法,并比市场预测的期限要早一些。”
该行表示,虽然前往赌场的旅客可能需要完全接种疫苗,但鉴于吉隆坡及周边地区的接种率偏高,相信这项限制不会为云顶名胜世界造成显著冲击。
野村指出,在云顶名胜世界重开后,市场下一焦点将落在户外主题乐园的开张日期,该行估计这将落在第四季。
该行认为,随著云顶名胜世界重开,旅客也纷纷回流,云顶大马的盈利将有望止跌回升。
在截至6月的第二季,归功于英美赌场恢复运作,云顶大马的常年亏损大幅缩减,惟其赤字仍达3亿4810万令吉。
Source:
传云顶名胜世界下周重开 双雄股价应声上涨. (2021, September 23). 星洲网 Sin Chew Daily. https://www.sinchew.com.my/?p=3307685
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