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大行評級|花旗:對新濠博亞開啟30日上行催化觀察 目標價為14美元
格隆匯 07-10 10:49
花旗的研究報吿指,澳門的總博彩收益為564.27億元澳門元,按季微跌約1.6%。然而,由於預計非博彩收入將出現一些疲軟,該行料總收入按季跌約3%。考慮到這種負面的營運槓桿效應,預計澳門博彩業的EBITDA將按季下降約5%至19.5億美元。儘管如此,該行認為EBITDA利潤率將按季保持在28%水平。花旗料,今年次季的EBITDA將恢復至2019年次季度約80%,料新濠博亞將是EBITDA按季改善幅度第二好的營運商,這主要反映了更積極的玩家營銷活動,市佔率有望連續改善。該行對公司的目標價為14美元,予“買入”評級,繼續看好新濠博亞,開啟30日上行催化觀察,認為它是澳門最炙手可熱的高檔中場客市場的領袖,同時亦認為新濠博亞是在控制成本方面較為積極的營運商之一。
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