《大行報告》花旗:內地加大涉賭賬戶活動懲處 料對濠賭業EBITDA影響有限
花旗發表的研究報告指,人行昨日(11日)晚上宣布最近舉行會議,針對打擊跨境賭博相關的資金流,與會者包括人行代表、公安部、海關總署、中銀保監、外匯管理局、中國支付清算協會、銀聯及網聯清算等。
該行指出,內地政府對非法外匯交易採零容忍態度不是新的新聞,但相信人行重申打擊跨境博彩相關資金流的意向,會影響到部分仍在安排人民幣買賣雙方透過資金池於貴賓廳賭博的中介人。隨著澳門旅遊禁令或在未來數周撤回,貴賓廳復甦較慢亦不足為奇(相對中場而言)。
該行指出由於貴賓廳佔澳門博彩業的EBITDA僅15%左右,相信貴賓廳復甦慢對行業EBITDA影響有限。該行預期澳門將是首個博彩業自疫情復甦的地方,旅遊禁令一旦撤銷賭收將逐步回復至正常水平。若股價出現調整,將提供購入的機會,如估值變得更吸引,建議投資者購入澳門博彩股,特別是金沙中國(01928.HK)及銀河娛樂(00027.HK),均為該行長期首選。
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.