高盛发表研究报告指,金沙中国第二季业绩符合预期,经赢率调整EBITDA按季增长3%至5.59亿美元,期内中场表现好过预期,中场赌收按季增长7%,当中高端中场增长5%,角子机收入增11%,有助抵销贵宾厅转码数按季下跌20%的影响。以赌收计集团第二季市场份额按季微升0.2个百分点至22.8%。 高盛指,管理层透露近期演唱会活动继续吸引高端客户到访,此外来自广东省即日往返的基础中场客源亦有所复苏,4月至5月访客量分别按年增长40%及43%。集团目标将年化EBITDA从次季的介乎22亿至23亿美元,提升到介乎26亿至27亿美元,并计划逐步增加股息。高盛将金沙2025至2027年EBITDA预测下调2%至上调1%,目标价由21.7港元轻微下调至21.5港元,维持“买入”评级。
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