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美銀證券:澳門諮詢修改博彩法 市場或對消息反應過度

美銀證券發表研究報吿,澳門政府就修改博彩法展開諮詢,認為市場或對消息反應過度。

該行指出,澳門諮詢修改博彩法有些負面,但未如預期般差,認為澳門博彩業一直是一個受到嚴格監管的行業,相信額外的監管不會破壞股東價值,最重要的問題是賭牌數量尚未確定。

美銀又提到,目前未見當局對外國背景公司有差別待遇,但指出在董事會層面有一名政府代表,將可確保公司利益符合澳門政府長期發展目標,亦能夠解釋疫情期間博彩運營商都沒有解僱任何本地員工。

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