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《大行報告》高盛:澳門放寬簽證時間表可見度增 避續牌風險可吼銀娛、澳博及新濠博亞
高盛發表研究報告,指澳門特首賀一誠昨(16日)發表新一份《施政報告》,未有就賭牌事宜提供許多額外資訊,但為投資者就未來旅遊政策(簽證)放寬時間表提供啟示,即澳門疫苗接種率需要達到80%以便恢復團體旅遊。 報告稱,自9月初濠賭股回調後,建議投資者吸納獲評「買入」的股份,即澳博(00880.HK)、銀娛(00027.HK)、新濠博亞娛樂及金沙中國(01928.HK),因該行相信濠賭股股價已反映新牌照有效期、博彩稅調整、EBITDA增長及長期投資回報的下行;以及料隨著時間推進,料在賭牌競投及續期上將有更高可見度。 高盛表示,按以往報告的不同情境估算,倘濠賭股牌照獲續期十年至2032年,股價料有下行13%至上行37%的潛力;倘賭牌一次過續期至2038年,則料有39%至86%上行空間。倘六個賭牌都獲續期,美資濠股股短期或大幅反彈,一旦發生亦不感意外。對於有意規避續牌風險的投資者,續推薦銀娛、澳博及新濠博亞。
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