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《大行報告》美銀證券:金沙中國(01928.HK)首季物業EBITDA超預期 目標價上調至43.1元
阿思達克 04-23 14:06
美銀證券發表研究報告指,金沙中國(01928.HK)首季調整後物業EBITDA錄約1億元,較去年第四季的4,700萬美元大幅改善,並較該行預測的7,800萬美元為高。

集團首季淨收入按季增長15%至7.7億美元,主要受期內博彩收入按季上升21%所帶動。計及幸運因素的經調整物業EBITDA為7,500萬元,低端中場收入按季下跌20%,高端中場則升12%,分別已恢復到2019年同期的20%及43%。

美銀表示,3月份澳門訪客量及博彩收入均有所改善,預期復甦步伐於4月加快,其中高端中場已恢復至疫情前水平近50%,而貴賓廳僅恢復至20%。

該行將今年EBTIDA預測下調20%,明年EBTIDA預測則上調8%,以反映賭收至今復甦表現慢過預期,但相信倫敦人及威尼斯人四季酒店帶動下未來情況將有所改善,將目標價由40元上調至43.1元,重申「買入」評級。

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