瑞银发表研报指，澳博(00880.HK) 第三季业绩合乎预期。若撇除贵宾厅运气因素，该行料期内EBITDA将为9.93亿元，与该行及市场普遍预期一致。
期内，经调整EBITDA利润率约13.8%，按季成长约110个基点，主要受积极的营运杠杆推动；赌博收入(不含卫星赌场)按季增长约12%；中场博彩总收入(GGR)(不含卫星赌场)按季增长约7%，主要由于澳门上葡京综合渡假村(GLP)业务增长，市占率按季升40个基点至约2.6%。
瑞银提及，澳博业务量增加及员工招聘推动第三季度成本上升，按季增长约5%；营运开支为每日2,090 万元，惟趋势仍低于该行预期；促销津贴及佣金按季成长约8%，略低于博彩收入(不含卫星赌场)增长，部分由于贵宾厅赢率高于预期。瑞银将澳博目标价定于3元，给予“买入”评级。(js/w)
(港股报价延迟最少十五分钟。沽空资料截至 2024-11-12 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.