大行評級丨麥格理:上調澳博控股目標價至2港元 首季市場份額增加
麥格理髮表研報指,澳博控股2025財年第一季收入按年增長8.1%,大致符合該行預期;經調整EBITDA按年增加10.9%,較該行預期低5%;博彩收入(GGR)增長9.6%,相對行業平均0.6%,顯示季度市場份額增加。麥格理表示,基於4月強勁表現,將澳博控股2025至2027財年經調整EBITDA預測,分別輕微上調0.4%、0.1%及0.1%,主要考慮到收入增長預測獲上調,但部分被經調整EBITDA利潤率預測獲下調所抵銷。該行將澳博控股目標價由1.9港元上調5%至2港元,給予“中性”評級。
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