大行评级|高盛:美高梅中国近期股价调整过度 维持“买入”评级

中金财经
Jan 08

  高盛发表研究报告,估计美高梅中国将因向母公司支付额外特许权费用,为EBITDA带来约6%至7%影响,并令盈利预测下调约13%至14%,预料若公司维持派息比率为约50%不变,可能导致每股派息减少。美高梅中国的股价在特许权费用相关消息公布后下跌约19%,估值水平已降至2026财年预测市盈率约8倍,相对行业平均11至12倍,该行认为现价水平吸引,维持“买入”评级,认为近期股价调整似乎有些过度,给予目标价18.4港元。   

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