《大行》汇丰研究:澳博(00880.HK)透过高端中场推动下一阶段增长

阿斯达克财经
13 Nov 2024

汇丰研究发表报告指出,澳博控股(00880.HK) 第三季业绩符合预期,虽然澳门新葡京表现稍逊,但被上葡京的表现优于预期而抵销。上葡京的市场份额在第三季提高至2.7%,相对于第二季为2.2%,主要受惠于低端中场表现良好,且相比于高端中场表现的波动性更小。

该行对上葡京于2025年的市场份额预测达约3%具有信心,并对澳博预测大致不变,维持目标价3.2元及“持有”评级,认为公司透过高端中场推动下一阶段增长,或可改善赢率,但在竞争加剧的情况下,亦会导致更高的再投资需求。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-12 16:25。)

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