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。
摩通在去年第四季业绩后，将今明两年的EBITDA下调5%至10%，目标价由2.5元降至2.4元，维持评级“中性”。该行指，整体而言，会偏好透过其他濠赌股去捉紧澳门的上行潜力，如银娱(00027.HK) 或美高梅(02282.HK) 。(vc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-04 16:25。)
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