花旗:澳博(0880.HK)首季業績勝預期,予目標價5.3港元
格隆匯5月4日丨花旗發表研究報吿指,若澳博(0880.HK)母公司澳門旅遊娛樂的橋樑融資獲批,可用的橋樑融資規模高達50億元,這項過渡性便利應能緩解投資者對澳博流動性的擔憂。該行維持其“買入”評級,目標價5.3港元。花旗指,澳博首季淨收入為25.38億港元,經調整EBITDA為虧損4.74億港元,優於市場預期,主要來自優於預期的運營支出節省。澳博在首季度獲得市場份額,由去年第四季的13%上升至14.7%,主要是由於第四季度的貴賓基數較低;儘管中場業務賭收持續下降,但公司在中場的市場份額從16.5%上升到17.9%。

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