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《大行報告》大和料雲頂競投澳門賭牌難成功 行業首選金沙(01928.HK)及銀娛(00027.HK)
大和發表報告指,相信澳門政府會將新賭牌授予現有六間博企。隨著恢復內地赴澳旅行團及電子簽證,料遊客人數和賭收可能會回升。短期偏好美高梅中國(02282.HK)和新濠博亞(MLCO.US)。長期首選仍然是金沙中國(01928.HK)和銀河娛樂(00027.HK)。 報告指,雲頂競投新賭牌不太可能成功,因為授予6個特定數量的賭牌,或反映顯示澳門政府決定讓6間現有六間博企留任,以避免改變現狀。雖然雲頂擁有最豐富的國際經驗和多元化的業務線,這些都是重新招標準則中的重要內容。但綜合考慮,該行認為取消6家任何一間現有博企的風險都不值得承擔。
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