金吾财讯 | 申万宏源研报指，澳博控股(00880)1H25总收入146亿港币，同比增长6%，EBITDA同比下滑5%至16.5亿港币，EBITDA率同比下滑1.3pct至11.2%，净利润亏损由1H24的1.6亿港币扩大至1.8亿港币，低于预期，主要由于上葡京项目的业绩低于预期。该机构将25年每股盈利预测由0.3港币下调至0.01港币，引入26年预测0.12港币，27年预测0.17港币。根据分部估值法，目标价由3.7港币下调至3.3港币，对应13%的上涨空间，维持增持评级。看好博彩行业的韧性。
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.