【大行评级丨里昂:金沙中国首季调整后EBITDA低于预期 维持“跑赢大市”评级】里昂发表研报指,金沙中国今年首季净收益总额录17.09亿美元,按季下跌4%。毛博彩收入按季下跌2%至16.09亿美元,物业EBITDA按季跌6%至5.35亿美元。若计及赢率调整,EBITDA按季下跌8%至5.45亿美元,符合市场预期,但较该行预测低4%。 报告又指,金沙中国首季市场份额为22.8%,较上季下降0.7个百分点,相信澳门威尼斯人酒店是主要拖累。目前,澳门伦敦人酒店二期已全面投入营运,酒店客房总量达到1.08万间,较首季增加17%至19%。里昂对金沙中国评级仍为“跑赢大市”,目标价维持18.7港元,预期明年公司营运可恢复至正常水平。

金融界
24 Apr
里昂发表研报指,金沙中国今年首季净收益总额录17.09亿美元,按季下跌4%。毛博彩收入按季下跌2%至16.09亿美元,物业EBITDA按季跌6%至5.35亿美元。若计及赢率调整,EBITDA按季下跌8%至5.45亿美元,符合市场预期,但较该行预测低4%。 报告又指,金沙中国首季市场份额为22.8%,较上季下降0.7个百分点,相信澳门威尼斯人酒店是主要拖累。目前,澳门伦敦人酒店二期已全面投入营运,酒店客房总量达到1.08万间,较首季增加17%至19%。里昂对金沙中国评级仍为“跑赢大市”,目标价维持18.7港元,预期明年公司营运可恢复至正常水平。

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