《大行報告》富瑞:澳門現時六博企獲續牌影響正面 持續清零政策留下不確定性
富瑞發表研究報告指出,澳門現時六家博企獲發新賭牌的臨時判給,消除不利因素,相信影響正面。雖然下一步是有關博企與澳門政府就批給合同內容進行磋商,但該行料有關磋商只是一種形式,預期下個月將簽署最終的批給合同,並料新合同將於明年1月1日起生效。
不過,該行認為持續的清零政策留下不確定性。該行預期有關的防疫政策不會改變。至於香港上市博企方面,首選銀娛(00027.HK)及金沙(01928.HK)。
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