You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
澳門就修改博彩業經營制度改革諮詢公眾 濠賭股全面急挫16%-27%齊尋底
澳門就修改博彩業經營制度改革諮詢公眾,涉及賭牌批出數量和期限等。澳門財政司指,博彩業不能無限膨脹,需考慮適合上限,賭牌數量上沒有特定前提,但需維持一定規模,不鼓勵存正副賭牌安排。受消息拖累,拉斯維加斯金沙集團(LVS.US)及永利渡假村(WYNN.US)昨晚於美國股價分別急挫近10%及11%。 美銀證券對澳門當局修改博彩法有些負面,但未如預期般差,認為市場對消息反應過度。不過,本港濠賭股也難逃厄運,今天全面急挫16%-27%,金沙中國(01928.HK)最傷,股價承過去四連跌勢,今早曾挫至18元,創逾十年低,現報18.26元,急挫27%,為最傷藍籌,成交激增至9,743萬股。 永利澳門(01128.HK)連跌第六日,最低見5.98元,創逾五年半低,現報6.81元,急挫24%,成交急增至8,337萬股。 銀娛(00027.HK)五連跌,最低見40元創近年半低,現報40.9元,急挫16.5%,為表現第二差藍籌,成交急增至8,721萬股。新濠(00200.HK)低見9.5元,創近五年低,現報9.67元,急挫16%,成交增至906萬股。美高梅(02282.HK)低見6.3元近十年來最低,現報6.5元,急挫17.4%,成交增至1,225萬股。澳博(00880.HK)低見5.74元,創近五年低,現報5.9元,急挫16%,成交急增至7,326萬股。 澳門特區政府今日起公開諮詢修改博彩法律制度,為期45天。澳門經濟財政司司長李偉農表示,現時澳門可算是全球最大博彩市場,博彩業發展規模必須適應澳門的發展和實際條件,供需之間要取之平衡。因此,賭牌數量是今次諮詢重點之一,博彩業開放後為社會發展、經濟增長、民生福利、財稅收益帶來一定規模效應,但不能無限膨脹,需考慮適合的上限。保證未來的規模要有足夠競爭力並能為本澳帶來持續的稅收,故維持博彩業適度規模是必須。他又強調,修改「博彩法」中,將會明文禁止將幸運博彩經營權轉批給,不鼓勵將來制度有轉批給(正、副賭牌)的安排,但希望博彩業規模維持穩定性。 瑞信指,澳門博彩法修改將進行公眾諮詢,雖然目前未有立法和招標的時間表,但該行認為當中有五項負面解讀。第一是由於澳門特區政府提出額外注資和持股要求,存在股權稀釋風險;第二是派息需要預先批准,損害股東回報;第三是隨著政府代表進入公司監督日常運營,賭場可能需要在未來將社會責任作為更優先的事項,從而減低投資回報率。第四是諮詢文本建議新增非法接受現金或其他款項的存放罪,縮減澳門的貴賓廳或高端中場資金池。第五是在目前行業需求疲軟的基礎上,監管風險增加,該行料拖累濠賭股的估值倍數。報告又指,今年以來中央政府已在互聯網和房地產等行業加大監管和執法力度。澳門政府似乎也可能採取同樣的方向加強監管。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account