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《大行報告》大摩料澳博(00880.HK)「上葡京」項目或延至第三季開幕 料投資氣氛改善
阿思達克 05-28 14:30
大摩發表研究報告指,相信澳博(00880.HK)上葡京將再度延期至第三季開業,因目前需待有關當局審批,管理層料需時4至8周,而即使如期於第三季開業,貴賓廳和高端酒店部份將會延後開業。項目目前有3,500員工(第一季末3,000人),料準備開業開支每季達2億元(第一季1.6億元)。

該行指,公司計劃在上葡京先開260張中場賭檯,餘下44張貴賓賭檯會於明年等待Palazzo Versace酒店一同開業。而另一間擁650房間的酒店會先開業。至於租金收入方面,料需要今年底,或明年才有貢獻。

該行表示,公司5月份人流略有改善,料港澳通關後將可帶回疫情前超過20%賭收。公司計劃為其250億元銀團貸款再融資,新融資料少於200億元,為期6年,但息率會較低。

該行相信,上葡京開業前消息有助刺激股價氣氛,目標價11元,評級「增持」。

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