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《大行報告》高盛:金沙中國(01928.HK)上季EBITDA轉勢 重申「買入」評級
阿思達克 10-23 14:29
高盛發表報告表示,金沙中國(01928.HK)第三季物業EBITDA虧損收窄至2.33億美元,符合預期,主因成本削減及旅遊限制放寬下中場收益緩慢恢復所帶動,同時非博彩收益亦輕微回升。

報告補充,更重要的是,金沙管理層稱上季賭收顯著改善,且高端中場的業務量回升幅度最大,與該行在黃金周之渠道調查結果一致。金沙中國10月至今已實現了EBITDA的盈利,每日現金流達2,000萬美元,相當於去年同期約30%(相比之下,今年第三季每日現金流僅300萬美元)。該行調整其22020至2022年度EBITDA預測0-3%,維持「買入」評級及目標價37.6元。

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