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高盛料澳博(0880.HK)上葡京明年第三季完工维持目标价11.6港元
格隆汇 07-29 15:46

高盛发表研究报告指出,对于澳博控股(0880.HK)旗下路凼上葡京可能延迟完工,不感意外,现时预测上葡京或于明年第三季竣工,因此下调澳博2020年度EBITDA预测27%,但12个月的目标价仍维持11.6港元。

高盛指出,虽然澳博股价年初至今已跑赢大市,但相信至今还未完全反映上葡京的贡献。高盛预计,上葡京将为澳博2020年度业绩带来一个季度的贡献约3.94亿港元,而翌年全年贡益约28亿港元,支持集团2020/21年度EBITDA增长分别9%/64%。

外电报道,澳博因应上葡京竣工及开幕日期延迟,正寻求贷款机构同意,就原有的250亿港元贷款延期,高盛表示,对此不感意外,相信与此前的火警意外和项目工程较复杂有关。

澳博将于明天(30日)公布第二季度业绩,高盛预测其业绩相对稳定,EBITDA将按季下跌6%至10.06亿港元。

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