中金:澳門為博彩法修改作諮詢 料濠賭股或因新增監管令股價消極
中金發表研究報告指,澳門博彩業的公眾諮詢重點議題的總體方向是加強對澳門博彩業的監管。
該行認為,負面信息包括未來博彫營運商的利潤分配需取得政府許可;對承批公司引入政府代表可能阻礙運營效率;加強對承批公司、中介人和其他業務合作夥伴的審查機制可能限制新中介人營運商的增長,並影響貴賓業務。
該行指,正面信息包括牌照數量,明確規定禁止轉批,牌照數量不太可能增加;根據牌照期限(目前20年)衡量投資者的周期內回報;推動非博彩業務,與橫琴、澳門一體化發展目標一致,致力打造更大的休閒旅遊市場。
該行認為,關於僱員保障、社會責任、明確刑事責任和行政處罰制度等要點所傳遞的信息比較中性,並在此前已通過各個行動或窗口與市場溝通,提醒投資者,上述內容為諮詢的溝通內容,而非對博彩業的直接修改,預期博彩板塊將因行業新增監管消息有消極回應。
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