大行评级|大摩:美高梅中国未来60天内股价逾80%机会跑赢大市 目标价14.5港元

格隆汇
02 Jul

摩根士丹利发表技术研究报告,认为在未来60天内,美高梅中国股价有逾80%概率(即极有可能)跑赢大市,予“增持”评级,目标价14.5港元。 大摩表示,这是因为市场对美高梅中国的市场预期相对其近期表现显得过低。尽管4月和5月市场份额保持稳定,但当前2025年市场对其EBITDA预测比第一季度年化运行率低约10%。与此同时,2025年第二季度博彩总收入在按年及绝对值上均高于第一季度,这强化了上调盈利预期的理由,因为更强的表现将逐步反映在市场预期中。就2025年第二季度物业EBITDA预估而言,该行预测较市场预期高出约8%。

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