《大行報告》大摩:內地疫情持續 料澳門賭業股短期仍受壓
大摩發表報告表示,澳門宣布現有六間賭場特許權持有人成功續牌十年,該行預料,當局批核牌照的原則,或是按營運商提出未來承諾的多少,和非博彩活動投資佔其已安裝基礎的百分比,並補充愈高的承諾可能意味著未來投資資本回報率(ROIC)更低。
該行預料,永利澳門(01128.HK)表現或優於同業,主要是賭牌被剔走的危險已消除;該行表示,在新特許經營權下,目前澳門賭企專注於無縫過渡、維持就業和擴大非博彩活動,但由於內地疫情持續,預料澳門賭業股短期仍受壓。
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