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《大行報告》瑞銀:金沙中國(01928.HK)首季EBITDA勝預期 開支控制良好
阿思達克 04-23 09:54
瑞銀發表報告指,金沙中國(01928.HK)今年首季經調整物業EBITDA(撇除渡輪)為7,300萬美元,按年下跌92%,按季下跌91%,EBITDA表現屬優於該行預期,主要由於成本控制較預期為佳。而公司估計每月的經營開支收益率(opex run-rate)為1.1億美元,即日均為370萬美元,較該行假設的每日450萬美元為低。

該行表示,金沙中國的擴展計劃仍然在軌道上,四季大樓及倫敦塔料分別於今年中及年底開幕,倫敦人則由在明年。而公司目標為在收入復甦收恢復派息,管理層預期在夏天開始。

瑞銀維持對金沙中國的「中性」評級,目標價30.9元。

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