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《大行報告》大摩升澳博(00880.HK)目標價至2.15元 評級「減持」
阿思達克 03-21 15:47
摩根士丹利發表研究報告,將澳博(00880.HK)2024年自營賭場中場博彩收入計算的市場份額預測下調至7.3%,其中上葡京的市場份額預料由上季的1.3%升至1.4%,同時預測上葡京的經營開支及中場開投資額將進一步增加,拖累全年EBITDA料下降4%。 不過,大摩預測今年澳博經營及維護費用將處於較低水平,推動每股盈利增長3%。由於中場市場份額預期下降,該行並將2025年EBITDA預測下調7%。2025年每股盈利預測因此下調9%。 目前大摩對澳博2024至2026年每股盈利預測爲0.05、0.19及0.28元,目標價則從1.9元上調至2.15元,評級「減持」。
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