花旗发表研报指，金沙中国管理层将2026年第二季令人失望的物业EBITDA(同比跌24%至4.3亿美元，较该行及市场预期低约15%)归因于贵宾厅胜率极低及全球足球赛事影响，但强调次季业绩并不代表公司的真正盈利能力。该行对管理层持续专注于争取EBITDA市场份额感到鼓舞，预期下半年强劲的活动及演唱会阵容将有助推动业务复苏，且营运费用预计在下半年趋稳，有利于稳定EBITDA利润率。管理层计划在2028年农历新年前，将威尼斯人酒店全部2,900间客房及套房完成翻新并重新投入使用，并预计在此过程中对整体物业组合的干扰极小。花旗将金沙中国2026至2028财年盈利预测下调2%至10%，目标价由19港元微降至18.5港元，维持“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.