《大行報告》匯豐研究上調澳博(00880.HK)目標價至3.7元 評級「持有」
匯豐研究發表報告,澳博(00880.HK)再融資問題的影響可能會在第二季消退,但由於旅遊限制,博彩需求仍然疲軟。該行將估值基準年展期至2023年,以反映2023年更正常的經營環境,將目標價從3.2元上調至3.7元,維持評級「持有」。
匯豐研究表示,延遲獲得政府批准再融資一直拖累澳博股價,管理層確認50億元的股東貸款將在幾週內提供給澳博,為市場提供一定的確定性。
由於博彩中介黃金集團的倒閉,已扣留了約1.59億元的佣金,以抵銷玩家的潛在索賠。到目前為止,澳博尚未見相關索賠出現。澳博重申,營運商只對與博彩相關的索賠負責,另外14家衛星賭場中只有一家確認將關閉;其餘的正在與澳博商討。
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