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大行評級|麥格理:上調美高梅中國目標價至19.2港元 維持“跑贏大市”評級
格隆匯 08-02 15:49

麥格理髮表研究報吿指,美高梅中國第二季賭收按年升37%,按季跌7%,而澳門整體賭收則按年升24%,按季跌2%。經調整物業EBITDA利潤率按年及按季分別升0.6和0.4個百分點,高於該行及市場預期,而利潤率擴張亦為市場帶來驚喜。

該行調升集團2024及25財年淨收入預測5%和4%,又上調集團目標價5%,由18.3港元升至19.2港元,續予“跑贏大市”評級。麥格理指出,美高梅中國次季的賭收市佔率約為16%,而7月的市佔率為同樣達中雙位數水平,兩項數據均符合公司的目標。該行認為,期內市場佔有率重新洗牌,是由於裝修完工及其他同業的行銷開支上升所致。

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