Inside Asian Gaming
IAG APR 2021年4月 亞博匯 34 COVER STORY New Zealand’s SkyCity Entertainment Group. Morrison was announced by Crown in January as a new non- executive director pending regulatory approval and comes highly regarded within the industry, but at this stage stands as a solitary piece in the jigsaw puzzle. “They need systems in place and they need senior management doing a good job on what they are meant to be doing as a buffer to potential attacks by organized crime. That’s a big issue for us,” offers Crawford when asked what he would like a new Crown Resorts Board of Directors to look like. “It’s really at two levels – one is operating casinos and the other is simply as a listed company with obligations under the Corporations Act. They got most of that wrong so fixing those things up to our satisfaction is very important. “I would hope to see people with some degree of experience in casinos, plus numerate people with board experience, a good understanding of the Corporations Act and their obligations as directors. I think they need well rounded people with specific experience around the concerns that we have and in running businesses that are casinos.” According to Green, however, board improvements are only part of the solution. “The problem is deeper than that,” he says, pointing to the fact that, even without his previous shareholder agreements in place, Packer still owns 36% of the company. “As long as Packer is sitting there with 36%, the way in which the company addresses gaming risk is always going to be paying regard to his interests. I think that might be one of the fundamental issues as to why suitability might be an issue for them – can they demonstrate they are truly separate from Packer?” Crawford says he can’t offer any specific 美元)的價格收購皇冠所有已發行股票。黑石集團目前持有去年 從新濠手中收購的皇冠的9.99%股權,正尋求收購皇冠的所有股 份。視乎基準不同,這個每股11.85澳元的報價,如果以皇冠發行 時每股9.91澳元的價格做衡量極為慷慨,但若以持續30個月的高 位每股14.20澳元的價格衡量又極低。在與黑石集團的潛在交易 的消息傳出,皇冠的股價立即從約10澳元躍升至12澳元左右。考 慮過到包括黑石自身是否適格收購皇冠等一長串附帶條件,這項 交易距離完成仍為時尚早。 不過值得注意的是,Packer已經表明,如果皇冠公司點頭他 亦會讚成——這或許為他與新濠的交易失敗之後提供了另外一條 出路。 考慮到調查專員Ray Finkelstein在維州的皇家委員會會議 第一天的發言,這個機會或許更具吸引力。Finkelstein表示,限於 時間緊迫,重新調查新州Bergin已經覆蓋的領域不符合公共利 益,他承諾要對Crown Melbourne的洗錢活動進行更為深入的調 查,包括此事是否仍在發生、以及過去的不當行為是否對其賭場 牌照構成重大違反。他還承諾會繞道討論皇冠如何處理問題博彩 的相關事宜。 若皇冠果真將股份出售予以黑石集團,該公司的本土競爭 對手、The Star Sydney的營運商星億集團可能會被指定來接管 Crown Sydney的博彩業務。星億集團目前是The Star SydneyThe Star Gold Coast及布里斯班Treasury Casino的營運商。 摩根大通的分析師Don Carducci及Abhinay Jeggannagari 認為,這樣的安排類似於黑石集團在來說拉斯維加斯的做法。
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