《大行報告》大和:續牌陰霾消除重申對澳門賭業股正面看法 首選金沙中國(01928.HK)及銀娛(00027.HK)
大和發表研究報告指,澳門公佈賭牌臨時批給名單,如預期一樣,現有6間博彩公司均獲臨時批給,而按招標得分結果排名,第一是美高梅中國(02282.HK)、第二是銀河娛樂(00027.HK)、第三是金沙中國(01928.HK);第四是新濠博亞娛樂(MLCO.US)、第五是永利澳門(01128.HK);第六是澳博控股(00880.HK)。
該行表示,自去年底起,特許經營許可證的不確定性,是拖累澳門博彩業估值的最大因素之一,該行相信今次結果不但平息市場所有討論,而且完全消除未來有關續牌的陰霾,重申對澳門賭業股正面看法,
料美高梅中國和新濠博亞估值有機會在短期內獲得重評,而長線首選仍然是金沙中國及銀娛。(ca/u)
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