摩根大通的研究报告指,澳博(00880.HK) 业绩符合预期。公司经胜率调整年初至今的市占率保持稳定,降杠杆是管理层今年的首要任务,比起恢复派息,管理层更关注降低公司的高杠杆率。另外,截至2024年底,净债务与EBITDA比率达到6.3倍,是六大营运商中最高的,而且远高于行业平均的2.5倍。同时,新的轻食餐厅和活动场馆等新设施已在上葡京推出。管理层认为,这将有助于吸引用户流量并促进收入进一步增长。...
Source Link摩根大通的研究报告指,澳博(00880.HK) 业绩符合预期。公司经胜率调整年初至今的市占率保持稳定,降杠杆是管理层今年的首要任务,比起恢复派息,管理层更关注降低公司的高杠杆率。另外,截至2024年底,净债务与EBITDA比率达到6.3倍,是六大营运商中最高的,而且远高于行业平均的2.5倍。同时,新的轻食餐厅和活动场馆等新设施已在上葡京推出。管理层认为,这将有助于吸引用户流量并促进收入进一步增长。...
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