花旗发表研究报告指，看好澳博控股(00880.HK) 向控股股东澳娱收购葡京酒店内约7,504平方米楼面面积，作价5.29亿元，该空间将转换为新的游戏区。该行预计，将有超过110张赌桌从关闭的卫星赌场重新部署到这个额外的游戏空间，相信这些赌桌将录得更高EBITDA。
因此，该行将澳博2026年至27年的盈测上调34%至50%，并将目标价由2.3元上调至2.8元。然而，由于预期市场份额难以在短期恢复，续维持“沽售”评级。另外，澳博收购凯旋门娱乐场及十六浦娱乐场将不可避免地提高其负债比率，意味着短期内恢复派息机会不大。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-29 12:25。)
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