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里昂下調澳博(00880.HK)目標價至9.98元評級「跑贏大市」
阿思達克 07-31 11:35

里昂發表報告指,澳博控股(00880.HK)受惠於低端中場業務理想而帶動第二季度業績表現,次季經調整EBITDA按年升3%至10.03億元,高於市場預期。

報告補充,澳博上季貴賓博彩業務疲弱,收入按年大幅下跌31%,相對於中場收益則升8%。低端中場尤其強勁,旅客量因港珠澳大橋開通而增加。

至於旗下綜合度假村「上葡京」延期,該行估計將於2021年第一季才開幕,較早前預測的2020年第3季有所推遲。該行上調澳博2019年EBITDA預測4%,惟因「上葡京」的延期而下調其2020年預測6%,目標價由11.05元降至9.98元,維持「跑贏大市」評級。

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