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美銀美林:下調美高梅中國(2282.HK)目標價至17.5港元 重申“買入”評級
格隆匯 10-08 11:12
美銀美林發表報告指,料美高梅中國(2282.HK) 第三季業績表現強勁,料物業EBITDA按年增長133%至1.9億美元,按季亦升2%,主要由於美獅美高梅業務及上年同期及上季低基數效果帶動,料美獅美高梅貢獻可達7900萬美元。
該行相信,集團中級中場增長維持強勁,主要由於旅客人數帶動增長,及新場館有助吸引超高端及高端中場賭客。另外,非博彩業務改善及幸運因素亦有助推動第三季業績。
該行相信美高梅第三季市佔率有望由第二季的9.1%升至9.6%,現時估值低於同業,重申“ 買入 ”評級,目標價則自18.5港元下調至17.5港元。
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