大行評級|瑞銀:維持美高梅中國“買入”評級 目標價為16.2港元
瑞銀髮表報吿,稱美高梅中國第二季經調整物業EBITDA按季跌2%,但仍達到2019年同期水平約168%。而經貴賓廳贏率調整後的EBITDA為為3.17億美元,超出市場及該行的預期,主要受惠於中場賭枱收入高於預期。
瑞銀維持美高梅中國“買入”評級,目標價為16.2港元。瑞銀引述管理層表示,7月業務保持良好勢頭,EBITDA利潤率達27-29%,市佔率仍保持在15%左右,而入住率與第二季相比亦保持穩定,並且預計2025至2026年會新增90至100間套房及別墅。至於泰國投資機會,管理層稱將透過美高梅中國來推進,而非母公司。
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