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大行評級|里昂:維持澳博控股目標價3.3港元 預計直到2026年才可能宣佈派息
格隆匯 11-13 14:11
里昂發表報吿指,澳博控股第三季業績良好,經調整EBITDA按季升19%至10.37億港元,勝預期。澳博的賭收由2023年首季的11.5%持續擴張至今年第三季的13.9%,而此增長受惠於公司其他自營賭場的強勢或在10月繼續。該行指,公司10月的賭收在10月按年升20%,較行業整體的增長7%要強勁,同時澳博亦致力在明年在上葡京旁邊的臨時户外表演場地舉辦娛樂活動,惟執行能力仍是關鍵,因為它仍未有以往的記錄作證明。該行預計澳博直到2026年才會有可能宣佈派息,維持目標價3.3港元及評級“跑贏大市”。
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