智通财经APP获悉，中信里昂发布研报称，金沙中国(01928)今年首季经调整EBITDA按季下跌8%至5.45亿美元，与机构预期一致，但较该行预测低4%。季内集团收入市占率按季下跌0.7个百分点至22.8%，主要受澳门威尼斯人拖累。报告表示，澳门伦敦人第二期已全面投入营运，使酒店房间总存量达10800间，该行预期伦敦人的扩张速度应会加快。金沙中国2026年的EV/Ebitda为7.3倍，而拉斯维加斯金沙仍有计划将其于金沙中国的持股量提升至74.9%，暂维持“跑赢大市”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.