智通财经APP获悉,高盛发布研报称,维持澳博控股(00880)“买入”评级,目标价由3.4港元下调至3.2港元,该行将集团在2025年至2026年EBITDA调整为负2%。澳博控股第四季业绩大致上符合市场预测,EBITDA按季降4%至9.93亿港元,主要是贵宾厅赢率下降至3.9%。经过调整,并加上卫星赌场的员工成本过高,预料EBITDA将按季持平,为11亿港元,或约为疫情前水平的90%。
该行称,管理层对前景保持乐观,认为在相对疲软的农历新年假期后,博彩总收入强劲增长的势头将会持续较长时间;具体而言,澳博总博彩总收入今年首两个月同比增长双位数,高于行业持平的同比增长速度。
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