《大行報告》高盛下調澳博(00880.HK)目標價至5元 評級「買入」
高盛發表報告指,澳博(00880.HK)第二季度EBITDA為4.3億元,計及部分衛星賭場終止營運、錄得額外員工成本,業績符合該行及行業預期。
管理層認為,宏觀經濟放緩無可避免對賭場營運商造成影響,在市場競爭加劇下,會繼續提升吸引力。該行將2023年至2025年EBITDA預測,分別上調25%、下調3%及維持不變,當中上調今年預測,主要因為去年比較基數較低。目標價由5.2元下調至5元,維持「買入」評級。
該行相信澳博上半年業績反映各項業務趨勢向好,上葡京(GLP)將會較預期更快錄得EBITDA收支平衡,在短期內有利澳博股價,相信未來幾個月博彩毛收入繼續改善,公司明年有望在中場博彩毛收入取得13%市場份額。
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