February 7, according to the Hong Kong Economic Times reported, Macau Betting After the recent performance of stocks, fight like a gambling table, on Wednesday opened a small shop, yesterday opened a shop two big shop. Later, the six main gaming brand is still the winner, worth 17.8 billion yuan revenue.
For the market worried about slowing growth Lounge, a brand company's main sources, the first five days of strong February performance, "thanks to a large customer has finished, the majority has been re-buried early three sets."
Faba Mo Tong: has been adjusted so as to be buying two
Six brokerage yesterday morning also published short gaming stocks continue to "open big" optimistic report, namely BNP Paribas, JP Morgan, Barclays, Goldman Sachs, Deutsche Bank and HSBC, BNP Paribas and JP Morgan which are considered shares Adjust up two percent, should be bargain hunting. brokers generally optimistic about the justifications for the January data (Macau gambling revenue rose by only 7%) unsatisfactory, only of the "big guest home for the holiday," the seasonal effects, remain fully annual revenue growth of more than 15% of the forecast.
Gaming stocks decline recently, from January gaming revenue worse than expected, then the market worried about a slowdown in China's economic growth, strong growth Lounge business no longer be an card company's main message to the newspaper that its VIP Office operations in February the first five days of strong performance, the market need not worry too much about.
The first on the 5th of this month transcoding number 30000000000 wins last year
Sources, its VIP lounge on February first five days of the total number of transcoding (ie, the number of mud lounge guests return yards) of 30 billion yuan, with an average daily of 60 billion yuan, the number killed during the period (ie,Casino Winning numbers) amounted to 1.2 billion yuan, a net win rate (ie the ratio of the number of casino winnings and transcoding number) up to 4%. According to the information, the card company's main business lounge, last year the average daily number of about 4 billion transcoding and net win rate of about 3 percent. In other words, after the end of January was quiet, large passenger regression, alone the first five days of February the number of measure, representing an average increase of 50% last year.
Proposed this bargain hunting Macau gaming stocks of BNP Paribas, the Asian gaming research director Jin Dongxie middle finger in a report yesterday, January Gaming disappointing, only of seasonal factors, not structural changes, according to the bank is understood that in the Lunar During the leave, the strong midfielder business, have the opportunity at any time to refresh the record, and lounge business nor unusual trend.
However, Credit Suisse brokers were more cautious, concerned about a slowdown in China, will be a drag on the performance of the casino lounge business, investors should be wary of business more carefully Lounge Wynn (01128) and MGM (02282).
Muon, Chief Investment Officer of Robeco Chinese name, has seen a drop, remained optimistic about the gambling stocks, because the basic factors of good, considered to have the opportunity to make good sector bucked the trend. She noted that the overall market remained challenging in the first half, then Strategies to select the main sectors, with positive support plate also includes health care, dot com, environmental protection, solar energy and wind power stocks such.
2.5 billion short positions suspected gambling wits good Danyou
Gaming stocks plunge surge, V-shaped trend the market uproar. Madness behind, seems Danyou a planned short positions gamble.
"Last night (Thursday morning) we called to ask Europe and large passenger asked three o'clock, they say do not sell goods, but in a lot of Overnight (overnight) buying." An investment bank on gaming stocks in human Wednesday plunge amazed.
It refers to an analyst, January data only adverse seasonality, market was overreacting. Selling pressure from unknown sources, plus the abnormal market reaction, there is a European-owned investment bank, who directed "by the recent case of multiple goods a lot. "
Indeed, since January 29, short positions Sands (01928) and GEG (00027) two gambling stocks have continued to increase, the amount of total short selling turnover ratio, from the time average of less than one percent in January, increasing ʱ??
In Sands, for example, until Wednesday, the day the stock price plummeted, on short-selling ratio doubled to 21.5 percent, while silver entertainment aspect, short selling rate increased more for five consecutive days, an increase of almost two percentage points per day. In the last five trading days dollars, Sands The total amount of short positions and GEG as high as 2.5 billion yuan.
There is a market analysis, there are two huge short positions behind ponder: First, gaming stocks increase is too huge, and all those who hold stocks on hand are huge profits, one has any negative news appears, ready rushed profit; second, the eve of the Lunar New Year holidays Emerging markets divestment tide outbreak, Hong Kong stocks plunge with the potential, however, a strong bet stocks decline remains limited.
After days of accumulated short positions, the last straw on the camel's also happened to appear - Macau gaming revenue worse than expected in January, became the stock price plunge fuse.
Funding blitz gambling stocks Danyou unspeakable victory
First short positions after the share price slump, short positions gamble Danyou victory?
Some analysts, believes that profits are not necessarily rich, "love money too much gaming stocks, but also just down the day the V-shaped rebound, you look GEG sharp rally in the afternoon, I believe that short positions are to surrender the disc."