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《大行报告》美银证券:金沙中国(01928.HK)首季物业EBITDA超预期 目标价上调至43.1元
阿思达克 04-23 14:06
美银证券发表研究报告指,金沙中国(01928.HK)首季调整後物业EBITDA录约1亿元,较去年第四季的4,700万美元大幅改善,并较该行预测的7,800万美元为高。

集团首季净收入按季增长15%至7.7亿美元,主要受期内博彩收入按季上升21%所带动。计及幸运因素的经调整物业EBITDA为7,500万元,低端中场收入按季下跌20%,高端中场则升12%,分别已恢复到2019年同期的20%及43%。

美银表示,3月份澳门访客量及博彩收入均有所改善,预期复苏步伐於4月加快,其中高端中场已恢复至疫情前水平近50%,而贵宾厅仅恢复至20%。

该行将今年EBTIDA预测下调20%,明年EBTIDA预测则上调8%,以反映赌收至今复苏表现慢过预期,但相信伦敦人及威尼斯人四季酒店带动下未来情况将有所改善,将目标价由40元上调至43.1元,重申「买入」评级。

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