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《大行報告》花旗澳博(00880.HK)若推遲「上葡京」開幕料需降2020至21年EBITDA預測兩成
阿思達克 07-26 14:43

花旗發表報告表示,就有報道指澳博控股(00880.HK)正尋求貸款人同意,將就「上葡京」的貸款條款作修改,如竣工日期和開幕日期。目前該行預期上葡京的開幕日為2020年年中,但若需延至2021年1月1日,則需下調2020至2021年的EBITDA預期20-24%,但該行仍對「上葡京」項目的表現有信心,故料對目標價無太大影響,維持在12元,重申「買入」投資評級。

該行指,目前正等待管理層提供對上葡京情況的最新進展,公司會於7月30日公布中期業績,預期第二季收入按年跌1%至85.24億元,EBITDA為10.62億元(按年升9%;按季則跌1%);料公司今年第二季貴賓廳及中場的賭收分別按季跌2%及1%。

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