大摩:予澳博控股(00880)“减持”评级 目标价2.25港元

智通财经
13 Dec 2024

智通财经APP获悉,摩根士丹利发布研究报告称,早前信德集团(00242)及澳博控股(00880)分别公布,双方订备忘录,信德集团拟以5.46亿元人民币(约5.84亿港元)出售横琴物业予澳博控股。予澳博目标价2.25港元,评级“减持”。

报告指出,上述举措具有战略意义但短期影响有限,该公司计划将该空间改造成三星级酒店,该行预计有300个房间,每个房间面积为500平方呎,这意味着每个房间售价为200万元,但它还得再过18个月才能准备好,此举符合政府的举措,并为澳博提供了澳门供应不足的客房库存。

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