《大行報告》里昂:金沙(01928.HK)上季EBITDA低預期2% 疫情影響屬最大關注點
里昂發表報告表示,金沙中國(01928.HK)公布去年第四季經調整物業EBITDA錄8.11億美元(按年升3%),低於該行原預期2%,期內中場收入鞏固,但貴賓廳收入仍然疲弱,總體貴賓廳收入按年下滑20%,並指內地疫情潛在影響是投資者最大關注因素。
該行表示,金沙中國現股價相當未來一年企業價值對EBITDA的13.9倍(對比過去十年為15.4倍),予其「跑贏大市」評級及目標價47.77元。
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