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《大行報告》花旗升澳博(00880.HK)評級至「買入」 目標價上調至3.85元
花旗發表報告指,澳博(00880.HK)今年第二季業績勝預期,決定將其評級由「中性」升至「買入」,目標價由3.65元上調至3.85元。最新的經營趨勢顯示,澳門旅客量和博彩毛利率上升趨勢將推動澳博旗下的上葡京渡假村表現。 該行近期的賭桌調查顯示,中場的人流量和高端中場的平均賭注和玩家數都在增加。更重要的是,管理層表示,該酒店在七月份實現EBITDA盈虧平衡,入住率約為90%。該行相信上葡京渡假村已經迎來拐點,未來的營運趨勢將繼續逐步改善。 花旗料澳門彩營運商於今年第二季中場及貴賓廳市場份額,澳博佔12%(首季為11.6%)、金沙中國(01928.HK)為26.9%(首季為27.2%)、銀娛(00027.HK)佔17.5%(首季為19%)。
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