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港股異動 | 美高梅中國、希慎齊跌 遭剔出MSCI明晟香港指數
格隆匯 11-08 16:06
格隆匯11月8日丨美高梅中國(2282.HK)現報12.18港元,跌4.09%,暫成交2.5億港元,最新總市值462.8億港元。希慎興業(0014.HK)現報31港元,跌2.21%,暫成交1.4億港元,最新總市值323.9億港元。MSCI明晟最新公佈半年度檢討結果,環球指數系列之香港指數沒有納入股份,並剔出包括希慎興業、美高梅等在內的4只股份,所有變動均在11月26日收市後生效。此外,國泰君安近日發研報指,美高梅今年第3季度EBITDA同比增長38.6%,但未能達到預期。由於公司盈利不及預期,可能會在下一份公司報告中下調盈利預測和目標價,目前對美高梅評級為“買入”,目標價13.9港元。大摩亦曾指,香港零售銷售表現疲弱,而希慎的估值在歷史上都是緊隨香港零售銷售的走勢。予希慎目標價37港元,評級“與大市同步”。
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