智通财经APP获悉，星展发布研报称，预计金沙中国(01928)2024至26财年的收入及盈利的年均复合增长率分别为10%及27%，考虑到地缘政治局势仍然紧张，全球前景多变，因此保持较为保守的态度，将目标价由26.62港元降至22.86港元，评级“买入”。
该行指，金沙中国的优势将超越同业，预期伦敦人名汇将进一步提升顾客体验，并促进高档中场客流增长。加上威尼斯人综艺馆的翻新工程已经完成，而早前的翻新工程令今年第二季起的基数效应较低，按赌收计算，金沙中国料可按获得更多市场份额。报告提到，澳门4月赌收同比增长1.7%，由于5月黄金周的表现理想，预计5月的赌收增长可能进一步加快。而金沙中国提升酒店设施后，应可于下半年取得良好表现。
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