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《大行報告》高盛:澳門新博彩法對市場屬驚喜 將金沙中國(01928.HK)納入「確信買入」名單
澳門特區政府日前公布修訂《娛樂場幸運博彩經營法律制度》法律草案內容。高盛發表報告,指草案內容更傾向樂觀的情景,公布時間早過預期,和對博彩業的影響較少,都給市場帶來了正面的驚喜。該行的本地賭股首選由澳博(00880.HK)改為金沙中國(01928.HK),評級「買入」,並將金沙中國納入「確信買入」名單,目標價則由38元下調至28元。另外,該行將博彩股目標價下調11%至29%。 高盛認為,目前這6家在澳門營運的博彩企業繼續運營至2032或2035年的可能性更高,由於現有的賭牌將於今年6月26日到期、時間緊迫,認為政府可能會將牌照延長6個月,以確保有足夠的時間在年底前完成整個發牌流程。 高盛指,草案訂明,博彩企業只能在他們擁有的物業經營賭場,澳博已獲得3年過渡期來解決相關問題或終止其「衛星賭場」安排,若澳博決定終止所有衛星賭場,對該行對澳博2023年EBITDA的潛在影響將是7%。澳門政府官員表示,打算根據博彩企業業務需要重新分配他們賭檯,該行估計這將不利澳博,對有更多管線項目的銀河娛樂(00027.HK)有利。
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