花旗发表研究报告指,金沙中国(01928.HK) 首季业绩表现符合预期,净收入按年下跌6%,物业EBITDA跌12%至5.35亿美元,大致符合该行预期的5.3亿美元及市场预测的5.41亿美元。集团旗下澳门伦敦人酒店目前已全面投入营运,计及最新的市场博彩收入趋势、即将来临的五一长假期,以及大股东LVS表明有意继续从市场上购入金沙中国的股份,再加上恢复派息,预料都将为其股价提供支持。
随着伦敦人酒店在五一假期前全面投入营运,花旗预料金沙中国今年下半年EBITDA将显著复苏,维持“买入”评级,目标价21元,相信首季业绩公布后,市场对业绩表现或令人失望的担忧已消散。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-24 12:25。)
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