澳門諮詢收緊博彩法 金沙中國(1928.HK)暴跌31% 機構稱市場反應過度
格隆匯9月15日丨受澳門政府諮詢收緊博彩法影響,港股濠賭股跌幅仍在擴大。外資牌主金沙中國跌31%,永利澳門跌27%,美高梅中國跌25%;華資牌主澳博控股跌23%,新濠國際跌20%,銀河娛樂跌19%。澳門博彩牌主賭牌2022年到期,澳門政府在立法會選舉後公佈博彩法修改諮詢,收緊多項要求,包括提及賭場營運商內引入政府代表、增加澳門本地居民在博彩企業中的持股比例(目前的要求是不低於10%),確立不分正副賭牌,但未提澳門賭牌數目(目前是3主3副6張牌照,銀河、永利和澳博是主牌),而且為濠賭股派息增加限制。有機構稱,政策信號表明在賭場即將更新賭牌的過程中,監管對資本管理和日常運營的審查將更加嚴格。另外有不同的聲音指市場反應過度,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,未來有可能“3變6”。另外,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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