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《大行報告》瑞信:澳門現時6間博企獲發牌提供較佳能見度 首選金沙中國(01928.HK)
瑞信發表研究報告,指現有6家博彩營運商全數獲發新賭牌,至於新競爭者馬來西亞雲頂則未能入圍,這個結果符合預期,並為市場提供較佳能見度。該行相信,澳門政府將與營運商敲定次要細節,並預計在年底前簽署協議,而營運商將在今天(28日)收到臨時合同。 該行認為,博彩稅的明確程度、未來十年的牌照和非博彩承諾對博企的盈利可見性有積極影響,相信由於牌照風險得到緩解,美高梅中國(02282.HK)和永利澳門(01128.HK)這些較小型營運商應該會有更強勁的股價反彈。行業中,該行首選金沙中國(01928.HK)。
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