《大行報告》瑞銀:新博彩法修訂衛星賭場要求 料對澳博(00880.HK)影響正面
瑞銀發表研究報告指,近日有報道指澳門政府提交新博彩法修訂文件,當中提到衛星賭場毋須在承批公司的物業內經營,換言之衛星賭場可設於第三方場所,結業時亦毋須向政府歸還場地。
但同時,新博彩法對衛星賭場的第三方管理公司瓜分博彩收入的限制則未有改變,只獲准收取管理費。
瑞銀認為,撤銷早前提議的場所限制,將澳博(00880.HK)有利,指出目前澳門有18家衛星賭場,其中14家在澳博旗下營運,澳博的衛星賭場佔2019年中場份額約9%,預期文件修訂降低將澳博的競爭對手獲取衛星賭場收入份額的機會,若衛星賭場關閉或被收購,則相關需求料轉移至澳博旗下自有賭場。
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