《大行報告》花旗:澳門博彩行業現有清晰復甦路線圖 料投資者將重拾信心
澳門娛樂場幸運博彩經營批給公開競投委員會宣布,現有六家博彩營運商全數獲發新賭牌,花旗預料將提振市場情緒。該行於研究報告中指出,澳門政府於今年6月宣布通過修改博彩法法案,並於日前公布牌照重新招標結果,兩項重大事件都向投資者證明,早前市場對監管風險的擔憂屬過慮。
考慮到監管風險下降,以及花旗行業首選股銀河娛樂(00027.HK)及金沙中國(01928.HK)年初至今的股價表現分別跑贏恆指31%及20%,該行表示相信牌照續期消息將帶動整個行業進一步重估。同時隨著當局近日宣布恢復澳門電子簽證及允許團體旅遊,令澳門現時有了更明確的復甦路線圖,預計投資者將重拾信心。
對於新參與者馬來西亞雲頂集團未獲發賭牌,花旗表示,雖然認為雲頂也是世界級的賭場營運商,但六家博企具現有優勢,而雲頂未具備更優勝條件,認為當局決定合理,亦顯示出澳門政府對博彩業發展的務實取態。
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