You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美銀證券:何鴻燊逝世 料澳博(00880.HK)及信德(00242.HK)短期不會有明顯轉變
阿思達克 05-27 14:55
美銀證券發表的研究報告指,澳娛及澳博(00880.HK)創辦人何鴻燊昨日離世,澳博及信德(00242.HK)股價分別升7%及22%,該行認為反映市場預期或有潛在轉變可釋放資產價值,並加強兩家公司的企業管治。該行認為何鴻燊離世代表一個時代的終結,但不認為會為澳博及信德帶來轉變,而何鴻燊在退下火線時,兩家公司已有長遠的計劃,維持「買入」評級。

該行指出2011年時傳出何家爭產事件,但糾紛隨著何鴻燊將主要資產包括澳娛分發予家庭成員告終。而根據最新的數據顯示,澳娛股權分別由霍氏家族、二房、三房、鄭氏家族、四房及其他人持有26.5%、26.5%、15.8%、9.6%、6.9%及14.7%,而二房與霍氏家族曾於2019年結盟,並決定澳娛董事會主席人選,雙方結盟之後相信澳娛及澳博已有長遠策略,而聯盟未來亦有機會獲取澳博更多董事會席位。現時公司有12名董事會成員,公司6月9日將舉行股東週年大會,當中四名董事包括何超鳳、霍震霆、梁安琪及蘇樹輝任期屆滿,相信將會提名重選。而該行相信公司董事會更集中的情況下營運會更具效率,由於未來十二個月上葡京開幕,加上賭牌重續談判將開展,故料今年不會有戲劇化的轉變。

該行亦不認為信德在可見將來會有顯著轉變,二房的何超瓊及何超鳳為信德的最大單一股東,持股約四成,而信德或受惠澳博改善,因為公司亦持有澳博8.5%的有效權益,市場預期公司或會有重組舉動,但該行認為短期不會有大轉變。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account