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《大行報告》瑞銀:金沙中國(01928.HK)次季業績符預期 評級「買入」
瑞銀發表評級報告,金沙中國(01928.HK)次季澳門物業EBITDA達5.41億美元,調整後物業EBITDA按季升38%至5.3億美元,達致2019年水平的71%,大致符合市場預期,惟較該行預期低了5%。其中,中場博彩總收入按季升28%,符合該行預期,並回到2019年水平的85%。管理層料第二季度業務趨勢加速,對比前兩個月,6月中場及貴賓廳轉碼數分別錄得15%及10%的增長。 該行指,金沙中國在次季期間開設1.07萬間酒店房間,第三季則擴大至1.2萬間,正好趕上應付夏季旺季。另外,公司公布倫敦人第二期投資額為10億美元,包括翻新喜來登酒店和康萊德酒店、帕西菲卡賭場和其他非博彩設施,於今年11月起施工,並料在2026年完成。截至今年次季止,公司持有現金總額為12億美元,淨債務按季下跌至77億美元。 該行維持其目標價34.2元,以及評級「買入」。(ca/k) ~
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