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《大行報告》瑞信:金沙中國(01928.HK)季績勝預期 管理層對前景樂觀
阿思達克 04-20 14:36
瑞信發表報告指,金沙中國(01928.HK)季績勝預期。當中,經調整物業EBITDA錄得3.98億美元,較市場預期的3.06億美元和該行預期的3.57億美元高,並回復至2019年水平的46%。隨著酒店客房容量不斷恢復,管理層對經濟復甦前景和市場份額增長仍持積極態度。 該行預計,在5月黃金周假期之前,濠賭股股價將得到支持。目前為止,行業預訂情況一直表現穩定。中期而言,該行估計隨著更多酒店客房容量恢復和旅行團遊客持續增加,金沙中國應該能繼續提升市場份額至30%左右(目前為27%)。 瑞信指,由於行業結構正朝大眾市場領域轉移,預計金沙中國將繼續引領行業復甦,主要歸功於其在非博彩設施方面的廣泛供應。重申「跑嬴大市」評級,目標價由30.5元升至33.8元。
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