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《大行報告》美銀證券:內地擬將招攬出境賭博列刑法 料濠賭中介人趨保守 或令復蘇放慢
阿思達克 10-15 14:28
美銀證券發表研究報告,指內地國營媒體報告了中國提交草案,收緊對跨境賭博的刑責,以打擊資金外流,影響國家形象和經濟。該行稱,相信有關法例的基本並沒有轉變,招攬跨境賭博在國內一直並不合法,但中介人在內地的活動在新的條文出台前或會變得較保守,並減慢貴賓廳業務復甦,至於高端中場,該行相信不會影響現有客戶,但在吸引新客的挑戰可能會增加。

該行指,相信中央政府會在中期而言持續打擊資本外流,料將減慢貴賓廳和超高端中場的復甦,長遠行業會迎來結構性轉變,相信市場對行業的預期會在新聞出台後及行業股份價格下跌後已重整。目前濠賭業基本面正緩慢改善,賭收按年跌幅已由9月時90%收窄至低於80%。該行首選為銀娛(00027.HK),看好其長遠新項目的推出。

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