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《大行報告》摩通相信澳門賭業股未來數週仍波動
摩根大通發表研究報告指,澳門政府早前宣佈就修改《博彩法》啓動公衆諮詢開始,牌照續期過程需時較長,涉及多個步驟,但市場對諮詢文件感到意外,反應負面。但該行相信,在最壞情況下對股價的負面影響料大於對信貸情況的影響,當局對博彩企業日常運營的嚴格審查,可能導致收入增長減慢,引發信貸情況惡化。
摩通認爲,比起教育行業,今次澳門博彩法諮詢相關行業影響更接近內地科技行業的情況,與內地房地產行業的流動性緊縮亦沒有任何相似之處。該行指,大多數澳門博彩經營商信具有更好信貸狀況、盈利能力和經營槓桿,可將自由現金流轉爲正數。
該行預期,由於投資者正尋求進一步釐清政策,未來幾周市場料持續波動。
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