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《大行報告》花旗對澳博(00880.HK)開啟30日上行催化觀察
花旗發表研報對澳博(00880.HK)開展30日上行催化劑觀察期,指出今年第三季澳門博彩行業EBITDA已達到約18.53億美元,按季升12%,達到2019年同期的約80%。當中,中場賭收更接近恢復至疫情前水平。 該行指,近期賭檯經營情況顯示,中場客流量及高端中場的每名玩家平均賭注均有所改善。在上葡京綜合渡假村實現季度EBITDA盈虧平衡的推動下,預測澳博第三季EBITDA將按季增長26%,升幅料為行業前列,因此維持澳博「買入」評級,相信澳門遊客量及賭收持續增長,將有助提升上葡京的營運表現,未來經營情況亦將持續逐步改善,維持目標價3.85元。
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