《大行報告》美銀證券下調澳博(00880.HK)目標價至5.9元 評級「買入」
美銀發表研究報告指,澳博(00880.HK)第三季經調整EBITDA虧損9.68億元;經調整「幸運因素」(luck-adjusted)EBITDA虧損為9.32億元,按季跌41%,總收入按季跌36%至10.67億元;貴賓廳及中場收入分別下跌37%及38%。集團整體市場份額由次季的18.5%降至第三季的17.7%。
該行認為,恢復電子簽證和團體旅遊將有助於提高澳博的訪客量和博彩總收入,完成重新招標亦應該消除到餘下風險。該行下調集團目標價17%至5.9元,估值吸引,重申「買入」評級。
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