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《大行》花旗升澳博(00880.HK)目標價至2.8元 續予「沽售」評級
花旗發表研究報告指,看好澳博控股(00880.HK)向控股股東澳娛收購葡京酒店內約7,504平方米樓面面積,作價5.29億元,該空間將轉換爲新的遊戲區。該行預計,將有超過110張賭桌從關閉的衛星賭場重新部署到這個額外的遊戲空間,相信這些賭桌將錄得更高EBITDA。 因此,該行將澳博2026年至27年的盈測上調34%至50%,並將目標價由2.3元上調至2.8元。然而,由於預期市場份額難以在短期恢復,續維持「沽售」評級。另外,澳博收購凱旋門娛樂場及十六浦娛樂場將不可避免地提高其負債比率,意味着短期內恢復派息機會不大。
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