里昂发表报告指,投资者对美高梅中国(02282.HK) 下一个关注点将是派息率,即是否有迹象显示年度派息率将从50%提高,以抵销更高特许经营权及品牌使用费的影响。该行认为此预期门槛并不高。此外,无论新特许经营权及品牌费分摊机制如何,该公司2024年已派发两期特别股息,而部分同业的派息比率亦呈扩张趋势。里昂指,美高梅中国现价相当于2026年企业价值倍数降至7.1倍,维持“跑赢大市”评级及目标价...
Source Link里昂发表报告指,投资者对美高梅中国(02282.HK) 下一个关注点将是派息率,即是否有迹象显示年度派息率将从50%提高,以抵销更高特许经营权及品牌使用费的影响。该行认为此预期门槛并不高。此外,无论新特许经营权及品牌费分摊机制如何,该公司2024年已派发两期特别股息,而部分同业的派息比率亦呈扩张趋势。里昂指,美高梅中国现价相当于2026年企业价值倍数降至7.1倍,维持“跑赢大市”评级及目标价...
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