《大行报告》花旗引述美高梅中国(02282.HK)管理层指「五一」期间酒店房预订已近售罄
花旗发表报告表示,美高梅中国(02282.HK)今年首季总收益22.99亿元按季下滑3%,经调整物业EBITDAR为8,400万元(按季跌77%),低於市场同业原预期1.15亿元。该行指美狮美高梅於首季中场博彩收入的市场份有所流失,或许是受到同业金沙中国(01928.HK)旗下「伦敦人」项目开幕的影响。
该行引述美高梅中国管理层在分析员会议上表示,指对「五一」黄金周旺季前景乐观,因旗下酒店房间期内预订已近售罄,公司认为行业持续的复苏将取决於中国疫苗的推出进度,因会影响相关旅游限制。花旗维持美高梅中国「买入」评级及目标价15.5元。
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