大行評級|瑞銀:予美高梅中國“買入”評級 管理層指今年春節尾聲有所延長
瑞銀髮表研報指,美高梅中國2024財年第四季的澳門經調整物業EBITDA按年跌3%,但按季升7%。經貴賓廳幸運因素調整後,EBITDA將按季增長6%,高於市場普遍預期,同時與瑞銀預期一致。瑞銀提及,美高梅中國市佔率在第四季回升至15.6%,反映相關表現在一定程度上受惠於穩健的大眾細分市場,中場博彩收入按季增長8%,超過博彩行業的按季增長2%。
該行引述美高梅中國管理層指,春節往後一星期的業務量與春節期間類似,主要受惠於高端企業推動,同時反映出與去年春節期間相比,今年春節尾聲有所延長。瑞銀將美高梅中國目標價定於12港元,給予“買入”評級。
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