《大行报告》大摩:金沙中国(01928.HK)首季EBITDA按季持平 中场表现令人失望
摩根士丹利发表报告表示,金沙中国(01928.HK)今年首季经调整EBITDA录1亿美元,较2020年第四季大升2倍,主要受贵宾厅赢率高达4.66%及零售EBIT所推动,公司首季EBITDA录7,500美元按季持平,对比市场同业原预期9,100万美元。
该行指,金沙中国首季面临中场市场份额流失,表现令人失望,首季相关业务市场份额仅31%,对比2019年首季市场份额为38%,公司首季净亏损2.13亿美元亦逊预期。该行予金沙中国「与大市同步」评级及目标价40元。
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