《大行報告》瑞信:金沙中國(01928.HK)次季業績符預期 管理層對復甦前景正面
瑞信表示,金沙中國(01928.HK)次季業績符預期,經調整物業EBITDA恢復至5.41億美元(市場預測:5.39億美元),即2019年水平的71%,相比2023年第一季度的46%提高。正常化物業EBITDA爲5.3億美元(2023年第一季度爲3.85億美元)。2023年第二季度賭收按季增長32%(行業按季增長31%),達到2019年水平的74%(相對於2023年第一季度的51%)。
隨着酒店房間量持續增加,管理層對復甦前景和市場份額提升仍持正面態度。該行預計股價會受夏季假期高峯支持,酒店預訂到目前爲止一直很穩定。中期而言,隨着酒店房間量和旅遊套餐增加,金沙中國應該會繼續贏得市場份額,仍然是行業首選,評級「跑贏大市」,目標價43元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.