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SJM Holdings Limited 2022-10-22T12:03 財經茄呢啡 沽空 $9.24百萬; 比率 30.818% 作為澳門資深的本地博彩營連商,擁有最多的澳門員工,該行預估公司將成功奪得新一輪賭牌。然而,由於衛星賭場方面,料為澳博帶來負面影響,包括公司經營14家衛星賭場,分別占集團2019年的賭收及經調整EBITDA的52%及12%,在有關情況下,所有衛星賭場停業,預估澳博面臨一次性關閉成本。
SJM Holdings Limited 2022-10-22T12:03 財經茄呢啡 大和發表研報,預測澳博最快或於明年第一季達到 EBITDA收支平衡,但集團仍需面對《新博彩法》含糊不清的潛在負面影響。該行重申「優於大市」評級,目標價由3﹒6元調降23﹒6%至2﹒75元。
SJM Holdings Limited 2022-10-13T12:04 財經茄呢啡 截至2022年10月7日收盤,澳博控股報收於2.98港元,下滑1.65%,換手率0.15%,成交量1055.11萬股,成交額3166.45萬港元。投行對該股的評級以中性為主,近90天內共有2家投行給出中性評級,近90天的目標均價為3.63港元。中泰國際最新一份研報給予澳博控股中性評級,目標價2.86港元。
SJM Holdings Limited 2022-10-13T12:04 財經茄呢啡 濠賭股價普遍受珠海疫情升溫拖累。新濠國際股價曾大插逾9%,收市時跌幅始收窄至7.8%,澳博亦跌7.1%,其他濠賭股則跌4%至5%不等(見表)。綜合澳門及內地傳媒消息稱,珠海新增5宗新冠確診個案,與澳門限次通行措施要延至本月底。市場更擔憂落實恢復網簽及旅行團會因為疫情再次爆發,可能會再次延遲。
SJM Holdings Limited 2022-10-08T12:00 財經茄呢啡 截至2022年10月7日收盤,澳博控股報收於2.98港元,下滑1.65%,換手率0.15%,成交量1055.11萬股,成交額3166.45萬港元。投行對該股的評級以中性為主,近90天內共有2家投行給出中性評級,近90天的目標均價為3.63港元。中泰國際最新一份研報給予澳博控股中性評級,目標價2.86港元。
SJM Holdings Limited 2022-10-08T10:57 財經茄呢啡 梁安琪悉數轉讓30萬股B股給常務董事何超鳳,是因應新博彩法規定而轉讓股份,並認為B股不涉及利益。新例要求常務董事佔股比例需達15%的要求,因此其他競投賭牌的公司亦會陸續有股權變動。
SJM Holdings Limited 2022-10-08T10:56 財經茄呢啡 澳門博彩(0880)旗下持有賭牌的子公司澳娛綜合董事會委任何超鳳為常務董事,梁安琪轉為董事,在眾董事中排名最後,霍震霆轉任澳娛綜合主席,澳博實際享有澳娛綜合100%經濟權益。
SJM Holdings Limited 2022-10-06T12:05 財經茄呢啡 賭場運營只開放6個名額,如今有7名申請者,包括雲頂大馬(GENM ,4715,重要板消費)與六家特許經營商金沙中國、永利澳門、銀河娛樂、美高梅中國、新濠博亞和澳博控股。
SJM Holdings Limited 2022-10-06T12:05 財經茄呢啡 澳博控股創辦人何鴻燊家族私人持有的葡萄牙葡京賭場和另一間賭場,牌照將於今年底屆滿,而葡萄牙當局8月已開啟國際招標,審批新一批的15年賭牌。然而,外電消息指,據葡京母公司透露,有另一個競投者的出價較高,暫時未知投標結果,澳博或失去當地營運權。
SJM Holdings Limited 2022-10-06T12:05 財經茄呢啡 已故「賭王」何鴻燊早年於葡萄牙投資的兩個賭場可能將「易主」,在其旗下澳博於澳門申請賭牌的同一時間,葡萄牙政府也在8月就為期15年的賭牌開啟國際招標,彭博報道指兩個賭牌都遇到對手出價更高,澳博在當地的營運權或將喪失。
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