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《大行报告》美银证券下调澳博(00880.HK)目标价至12.4元 评级「买入」
阿思达克 05-05 09:52
美银证券发表报告指,澳博(00880.HK)首季经调整EBITDA亏损3.19亿元,较去年第四季的3.23亿元收窄,惟亏损仍大於该行及市场预期的2.79亿元,主要由於贵宾厅赌额较预期少。澳博首季市占率自去年第四季的11.5%上调至11.6%。

於分析员电话会议上,管理层指黄金周首三天博彩收益已回复至2019年的40%,中场及贵宾厅博彩收益分别回复47%及25%,酒店入住率达99%。该行重申对澳博的「买入」评级,料今年上葡京开幕可提升市占率,惟首季业绩逊预期及料博彩收益复苏较预期慢,降今年盈测55%,明年盈测下调0.4%,目标价相应自12.8元降至12.4元。

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