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里昂下调澳博(0880.HK)目标价至9.98港元评级“跑赢大市”
格隆汇 07-31 13:15
里昂发表报告指,澳博控股(0880.HK) 受惠于低端中场业务理想而带动第二季度业绩表现,次季经调整EBITDA按年升3%至10.03亿港元,高于市场预期。报告补充,澳博上季贵宾博彩业务疲弱,收入按年大幅下跌31%,相对于中场收益则升8%。低端中场尤其强劲,旅客量因港珠澳大桥开通而增加。
至于旗下综合度假村“ 上葡京 ”延期,该行估计将于2021年第一季才开幕,较早前预测的2020年第3季有所推迟。该行上调澳博2019年EBITDA预测4%,惟因“ 上葡京 ”的延期而下调其2020年预测6%,目标价由11.05港元降至9.98港元,维持“ 跑赢大市 ”评级。
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