《大行報告》高盛引述澳博(00880.HK)管理層料澳門六賭牌可獲續批 估新牌爲期十年
高盛近日發表報告,與澳博控股(00880.HK)管理層舉行投資者會議,就澳門政府已展開修改博彩法的公衆諮詢,澳博管理層估計澳門特區政府可能續批目前六個博彩牌照,被問及現有持牌人之間併購的可能性時,澳博管理層指目前的博彩法不允許一家公司持有兩張牌照;公司指澳門博彩稅率在區域範圍內已經很高,料進一步上調的空間應該有限。
關於澳門新賭牌的特許經營期限,澳博預計新期限將會短於20年,指5年可能太短,公司參考新加坡的情況,認爲新期限爲10年屬合理估計。而澳博管理層認爲大多數運營商應該有足夠的股權作爲持牌公司。
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