1Q25 EBITDA 不及市场一致预期永利澳门于5 月7 日公布1Q25 业绩:净收入8.66 亿美元,同比下降13%,环比下降7%,恢复至1Q19 的69%;经调整物业EBITDA 为2.52亿美元,同比下降26%,环比下降14%,恢复至1Q19 的65%,低于2.74亿美元的彭博一致预期。我们将永利澳门的表现归因于:1)永利澳门和永利皇宫的赢率不佳且面临市场份额流失;2)再投资率小幅提升,...
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