《大行報告》摩通:長線具耐心投資者可留意澳門賭業股
摩通發表研究報告指出,澳門政府發布對賭牌招標的法規,以規定公開招標的一般條款,有關文件主要基於20年期的原始招標規定,該行認為除了時間安排外並無驚喜。
該行認為,長線具耐心投資者可留意澳門賭業股,因為需求處於最低位,預期至少在夏季以後,即當地疫情受控時,將出現方向性的改善。此外,政策周期似乎也處於低位,不只是來自中國的重新開放,本地牌照更新方面亦然。相信未來6至12個月的焦點,初期將落於成功續得賭牌(未來4至5個月),然後是澳門進一步逐步重新開放(可能在中共第20次全國代表大會之後,及踏入2023年時期),將成為正面利好因素。此外,該行認為澳門賭業股估值仍有很大上升空間。
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