《大行報告》美銀證券:澳門看來不會要求一次性支付牌照費及無最低資本支出要求 對賭業股屬正面
美銀證券發表評級報告指,澳門於7月5日公布最新修訂有關重新招標執照的法規草案,該行指招標指引並沒有任何負面影響,認為當地政府或不會要求一次性支付牌照費及無最低資本支出要求,對賭業股屬正面。
該行表示,重新招標過程應在今年第四季完成,料所有六間博彩營運商均可新牌照,在投標過程中,投標人須向澳門政府證明擁有500億澳門元,該行相信,所有六間博彩營運商包括澳博(00880.HK)均可滿足上述要求。
該行表示,即使澳門近期受新冠疫情影響,打亂博彩收入(GGR)復甦,惟仍看好濠賭股,並相信當招標程序完成,因牌照而產生的憂慮將可消除。(ca/k)
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