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瑞信:升澳博(0880.HK)評級至“跑贏大市” 目標價上調至9.7港元
格隆匯 10-23 11:03
瑞信發表研究報告,展望今年第四季及2020年,看到市場對澳門博彩業的預期較低,濠賭股的估值不高以及基本面穩定,為此板塊潛在的跑贏大市表現奠定了基礎。
該行表示,隨着澳博(0880.HK) 的核心業務逐漸穩定,上葡京開幕將會成為其主要動力,而其目標是在2020年第三季開幕。基於該行對行業最新的賭收預測及市場份額假設,將對公司2019至2020財年的EBIEDA預測調整1至3%,2021財年則略為調高3%,並將公司目標價由原來的9.5港元上調至9.7港元。投資評級由早前的“ 中性 ”上調至“ 跑贏大市 ”。
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