《大行報告》花旗:投資者聚焦澳門博彩法修訂對股份負面影響 建議當估值變得吸引纔買入
花旗發表研究報告,指澳門政府公佈,由今日(15日)起爲修訂《博彩法》進行爲期45天的諮詢,但有關文件只有提供少量資訊,但目標均是希望行業可以有長遠可持續增長。
該行指出,《博彩法》修訂對六間賭企料有正面影響,惟市場只着眼潛在負面影響,故建議投資者可趁估值變吸引時才吸納濠賭股,看好金沙中國(01928.HK)、澳博控股(00880.HK)及銀河娛樂(00027.HK)。
該行又稱,按目前的諮詢文件字面解讀,對未來賭牌「3變6」並不意外,但增至7間的可能性較低;同時政府要求賭企在派發股息時,需經過政府同意,但相信只要經濟上具可持續性,政府並不會反對任何股息派發的議案。
另外,目前的條例要求博企需由一名澳門居民持股至少10%,未來政府或將提高要求門檻,但相信將對派息予上市公司股東無影響。
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