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高盛:料澳门第三季将获逐步放松旅游限制 维持澳博(0880.HK)“确信买入”名单
格隆汇 05-27 16:35

高盛发表研究报告,指出在澳门有望未来数月内逐步取消旅游限制等情况下,继续看好澳门博彩业。此外,虽然投资者对香港社会动荡的担忧加剧,但注意到去年澳门博彩业仅受到很少影响,去年第四季的旅客量及中场赌收实际上有所回升。维持澳博控股(0880.HK)在“确信买入”名单。

 

该行引述报道指,澳博及信德集团(0880.HK)创办人何鸿燊离世,市场对于澳博的股权及管理结构或发生变化有忧虑。而在去年底,何鸿燊的家庭成员及关连方已对澳博的有效所有权进行了分配,澳门旅游娱乐持有澳博54%的控制权。相比起持股或管理结构的潜在变化,该行认为赌牌须于2022年6月份续牌是更首要关注的事项。市场将会留意公司在6月9日股东周年大会上重选董事会成员,以进一步明确公司的管理层及股东结构。

 

另外,该行认为公司主要的基本价值推动力是来自「上葡京」,现时项目计划在明年初开幕,集团已聘请很多高层及中层管理人员,以释除市场对其执行能力的忧虑。该行预期项目将会在2021年贡献EBITDA 3亿美元。

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