券商引述澳博(00880.HK)料「上葡京」次季尾分期開業 中介人需數月後才營運
大和發表報告表示,引述澳博控股(00880.HK)管理層確認旗下新項目「上葡京」於今年第二季尾分期開業,計劃開放上葡京酒店的300個房間、6至8間餐廳及有限的零售區域,大和指對「上葡京」開業進度感到失望,料會影響對其收入預測。
澳博控股管理層估計澳門博監局會為「上葡京」批出介乎150張至200張新賭桌牌照,集團亦將會從其他項目抽調賭桌至「上葡京」,最終令新項目有304張賭桌。而大和引述澳博控股管理層指對今年「五一」黃金周表現正面,指中場及貴賓廳賭收已達2019年黃金周各43%及25%水平,指新葡京酒店入住率達99%。大和維持對澳博「持有」投資評級。
中金指,「上葡京」次季尾分期開業,首批開放上葡京酒店的300個房間(對比總體房間1,892間)。而方正證券亦引述澳博控股管理層透露,目前澳門土地工務運輸局和澳門旅遊局基本完成對「上葡京」的查驗,公司正在等待項目開業許可。上葡京開業初期,公司計劃開放上葡京酒店的300個房間,6-8家餐廳及部分零售區域。在提高供應鏈管理水平和完善服務標準後,公司會先後開放老佛爺酒店和範思哲酒店;至於博彩中介廳將於上葡京開業幾個月後開始營業。上葡京計劃放置304張中場賭桌和1,034台角子機。上葡京開業初期每天的運營費用在600萬至700萬港元,完全「爬坡」後將增長至900萬至1,000萬港元。
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