《大行報告》瑞銀:金沙中國(01928.HK)春節假期賭博彩量復甦優於訪客量
瑞銀發表報告表示,金沙集團(LVS.US)公布去年第四季澳門業務的物業EBITDA錄5,100萬美元虧損,經幸運因素調整,EBITDA虧損為5,700萬美元,較去年第三季的1.58億美元有所收窄,並較該行預期的1.04億美元為少,主要由於經營開支較預期低,加上中場賭收高於預期。
該行表示,由於內地今年1月8日開始放寬旅遊限制,金沙中國指引1月的EBITDA收益率遠高於收支平衡水平。而今年農曆新年假期賭彩量的復甦亦優於訪客量的恢復,公司稱主因優越客戶(premium customers)率先重臨。
瑞銀維持金沙中國(01928.HK)股份「中性」評級及目標價31.8元。
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