-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將12個月目標價調高13美元至383美元，以2026年EV/EBITDA倍數20倍（高於先前的19倍），高於其三年平均預期倍數17倍。我們將2026年每股盈餘預期從11.55美元上調至11.83美元，並將2027年每股盈餘預期從12.69美元上調至12.98美元。第一季業績顯示，國內每間可供出租客房收入(RevPAR)成長4%，主要得益於平均房價(ADR)和入住率的提升。令人鼓舞的是，業績成長不再侷限於奢侈品領域，而奢侈品領域曾是2025年國內每間可供出租客房收入（RevPAR）成長的主要驅動力。儘管受到中東地區經濟動盪的影響，MAR仍將2026年RevPAR預期從1.5%-2.5%上調至2%-3%，並強調了世界盃賽事和中國市場份額的成長。然而，我們維持「持有」評等。目前股價較三年均價溢價12%，顯示RevPAR的成長動能已被市場消化。世界盃帶來的利多因素雖然有利於2026年的成長，但卻讓2027年RevPAR的成長面臨更大的基數效應。我們認為，MAR對潛在宏觀經濟動盪的預期較為保守，但我們認為其上調幅度有限。
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