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美銀美林:下調澳博(0880.HK)目標價至10.2港元 評級“買入”
格隆匯 10-30 15:49

美銀美林發表研究報告,指澳博(00880.HK)第三季經調整EBITDA按年升3%至9.5億元,略遜預期,中場收入按季升1.5%至63.05億元,貴賓廳收入跌18%,預計第三季市佔率下跌20點子至13.8%,重申“買入”評級,目標價降3%至10.2港元。

該行指,十一黃金週中場收入按年升19%,貴賓廳升53%,主要由新葡京貴賓廳贏率所致,訪客升3.5%至每日4.7萬人次,酒店入住率亦達94%。而10月份餘下日子,中場表現穩定,按年升17%,衞星賭場的EBITDA按季跌28%至1.29億元,主因其中一間衞星賭場錄經營虧損,預期第四季亦會持續。

該行又指,上葡京會計劃於明年下半年開業,並會聘用不同的中介人,以吸引不同客羣,防止對現有賭場侵蝕。上葡京按計劃有8,000名員工,當中新聘6,000人,由現有賭場調派2,000人。

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