《大行报告》瑞银﹕美高梅中国(02282.HK)首季EBITDA优于市场预期
瑞银发表报告指,美高梅中国(02282.HK)首季经调整物业EBITDA符合该行估计,并好过市场预期。
随著澳门日均旅客人数上升,已回复至2019年同时75%(对比今年首季50%),该行料在中场业务方面,公司4月份中场赌收已达到2019年水平的115%,整体赌收和EBITDA达到2019年水平的90%以上,市场份额稳定。美高梅中国管理层预计,其市场份额将保持在双位数(teens)水平,维持对其「中性」评级,目标价11.5元。
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