《大行報告》瑞信降澳博(00880.HK)評級至「中性」 目標價下調至9.1元
瑞信發表報告表示,在廣州取消對澳門返回之人士14日隔離限制後,相信未來會有進一步的放寬措施,對表現落後的濠賭股板塊帶來支持。但該行相信復甦之路崎嶇,主因政策層面存不確定性以及疊碼仔業務受壓等因素。
該行補充,基於對賭收的最新預測,下調澳博控股(00880.HK)2020至2021年度EBITDA預測23%至186%,料今年度將錄EBITDA虧損10.29億元,目標價相應由9.5元降至9.1元;由於上葡京增長具不確定性,未來復甦路徑不確定,且將澳博評級由「跑贏大市」降至「中性」。
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