《大行報告》花旗:澳門聖誕前公布博彩法諮詢報告 顯示當局冀明年6月前完成賭牌重新招標程序
花旗發表報告表示,澳門特區政府昨(23日)發布修改《娛樂場幸運博彩經營法律制度》諮詢總結報告,總結了就擬議的《澳門博彩法》修訂進行的為期45天的公眾諮詢所收集的意見,該行指不出所料,總結報告中涉及澳門特區政府意見的披露很少,指政府對公眾意見的回應與9月中旬發布的公眾諮詢文件中已經寫的內容基本一致。
然而,該行認為上述報告是在聖誕假期前發布的事實表明,澳門特區政府仍致力於在當前的一系列牌照於2022年6月到期之前完成博彩牌照的重新招標程序。該行料相關草案可能會在2022年第一季度的某個時間提交澳門立法會,預計草案中的細節將消除濠賭股不確定性和股價懸念。
就經營娛樂場幸運博彩的批給數量,花旗指澳門政府繼續強調「質量」而非「數量」。鑑於總結報告中的用詞選擇,如果最大讓步數量從三個增加到六個(等於現有賭場運營商的數量),該行指不會感到驚訝,指現階段尚不清楚的是衛星賭場的地位。
花旗指,濠賭股目前估值相當預測明年企業價值對EBITDA的8.8倍,較約10.6倍的歷史均值低逾1個標準差以上,該行認為下行風險在很大程度上已被消化,行首選是銀河娛樂(00027.HK)、澳博(00880.HK)和新濠博亞(MLCO.US)。
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