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美銀證券:潛在政策助澳門達成長遠目標 博彩業受惠可持續增長
格隆匯 12-13 11:59
美銀證券發表的研究報告指,據《 路透 》報道,習近平下週到訪澳門或將公佈新政策助當地經濟轉型並拓展成金融中心,潛在的政策包括是在當地建立人民幣計價的證券交易所、加快人民幣清算中心發展,並在附近(有可能是橫琴)撥地供澳門發展。而在數月前已有新聞稱習近平訪澳或“ 送禮 ”,並有傳聞針對澳門成立交易所的可行性研究,新消息帶動澳門博彩股升約4%,而信德集團(0242.HK) 則升近10%。
該行相信潛在政策對澳門影響正面,認為可大大提升澳門在大灣區及國家策略的地位,同時亦可助澳門達到其長期目標,發展更多元化的經濟,但該行認為要成為金融中心並非易事,亦需要多年時間才能成功,反映澳門的升級及擴張獲中央的大力支持。該行估計澳門將繼續改善其基建,而橫琴亦可為澳門擴張提供支持。
該行指出成為金融中心意味在人流及資金流上的限制需要減少,相信以人民幣計價的證券交易所及更大的人民幣清算中心可帶來更多人才及商機。而額外的土地對澳門而言亦十分關鍵,認為土地不足過往亦是當地拓展非博彩業務所面對的瓶頸,而另一方面將澳門轉型成金融中心可助拓展包括一帶一路及人民幣國際化在內的國家策略。總括而言,該行相信有關新聞,倘成事對其2020年賭收預測無影響,但就肯定了澳門過去五年轉型方面的努力,而規模更大的澳門將有助在當地建立世界級旅遊休閒中心,對博彩業而言亦屬好處。
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