花旗:維持澳博控股(0880.HK)買入評級 目標價降至6.5港元
花旗發表研究報吿指,澳博控股(0880.HK)因應澳門及內地的疫情,正在調整上葡京綜合度假村其他酒店開業的時間,將其目標價由6.8港元降至6.5港元,但維持“買入”評級。
澳博管理層現時預計,Karl Lagerfeld酒店將於第四季開業,而Palazzo Versace酒店則於明年首季開業,意味着上葡京綜合度假村酒店將那時之前,將難以“有意義的方式”在優質大眾市場競爭。
上葡京第三季市佔率為13.5%,新葡京的平均客流量為4900人,而2019年第三季為3.3萬人。

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