大行評級|花旗:上調美高梅中國目標價至16港元 維持“買入”評級
花旗發表研究報吿指,美高梅中國上季季績遠勝預期。淨收入按季增長約21%至76.77億港元,EBITDA增長16%至21.9億港元,再創季度新高,超過2019年同期水平約42%,並顯著高於花旗預測的19.58億和市場普遍預期的20.12億港元。集團的博彩收入較上季大幅增長約23%,高於澳門整體賭收的增長,其市佔率亦按季增長約2個百分點至約16.3%。該行引述管理層指,展望未來,公司將重點關注對賭場進行策略調整以優化收益,並優先考慮中場和優質中場客户的需求,及積極推動國際旅遊業,目標將市場份額及EBITDA利潤率維持在中雙位數水平。該行將集團目標價由13.5港元上調至16港元,維持評級“買入”。
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