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大行評級|麥格理:上調美高梅中國目標價至19.8港元 評級“跑贏大市”
格隆匯 05-06 11:04

麥格理髮表研究報吿指,美高梅中國首季貴賓廳、中場及整體賭收分別達到2019年水平的56%、213%及141%,而澳門整體賭收則恢復至75%水平。期內,美高梅中國的經調整物業EBITDA按年增77%至25億元,超出市場預測11%;經調整物業EBITDA利潤率按年增1.1個百分點至30.3%,高於市場預期2.7個百分點。麥格理表示,美高梅中國第一季的市佔率為17%。由於優質中場大幅下降,4月的市佔率較3月的15.8%略有上升。

該行認為,集團有能力持續實現其市場份額的目標。另外,集團管理層表示,勞動節假期的預訂數據依然強勁,甚至好於去年10月的黃金週。該行分別上調集團2024及25財年的純利預測11.5%及8.9%,以反映較高的賭收預測。

該行又將其目標價由18.1港元調升至19.8港元,評級為“跑贏大市”。

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