大行評級 | 花旗:新賭牌投資額合理,惟部分濠賭股或減派息意願
格隆匯12月19日丨花旗發研報形容澳門政府上週跟6家獲發新賭牌的博企簽署博彩經營批給合約“不令人震驚”,而未來10年承諾投放1189億澳門元亦屬合理。在新資本投放下賭收增加,以及受惠於經營年期延長,相信6間博企可獲合理回報。花旗指,由於新例下,公司作出超過賭牌合同規定金額的重大財務決定前,必須通知特首,因此部分博企或減少派息意願,但相信這不會令投資者興趣大減,因為濠賭股一直不屬於高息板塊。
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