《藍籌業績》金沙中國(01928.HK)第三季淨收益增逾6倍至17.8億美元 經調整物業EBITDA轉賺6.31億美元
金沙中國(01928.HK)控股股東Las Vegas Sands Corp.公布9月底止第三季業績,根據美國公認會計原則,季內金沙中國淨收益總額按年增長6.1倍至17.8億美元;淨收入為2.31億美元,去年同期則為虧損4.72億美元。經調整物業EBITDA為6.31億美元,去年同期虧損1.52億美元。
期內,經扣除資本化金額後的利息開支為2億美元,去年同期為1.83億美元。加權平均借款成本為5.4%,而去年同期為4.8%。該開支增加被利息收入增加4,100萬至7,900萬美元所抵銷。季內資本開支合共為3.3億美元,包括於澳門4,400萬美元的建造、發展及維修活動。
旗下澳門威尼斯人項目第三季淨收益按年升近6倍至7.23億美元,經調整物業EBITDA為2.9億美元,去年同期虧損3,700萬美元,EBITDA利潤率達40.1%;澳門倫敦人項目淨收益按年升8.1倍至5.18億美元,經調整物業EBITDA為1.67億美元,去年同期虧損6,000萬美元,EBITDA利潤率32.2%;澳門巴黎人項目淨收益按年升10.6倍至2.44億美元,經調整物業EBITDA為8,100萬美元,去年同期虧損為3,700萬美元,EBITDA利潤率33.2%。澳門百利宮項目淨收益按年升2.4倍至1.92億美元,經調整物業EBITDA升10.8倍至7,100萬美元,EBITDA利潤率37%。
LVS主席兼行政總裁Robert G. Goldstein表示,集團的財政實力能支持在澳門及新加坡兩地的持續投資及資本開支項目,另相信竣工後的澳門倫敦人將達到且或會超過澳門威尼斯人的盈利能力。集團於澳門的零售業務已遠超疫情前的數字。Goldstein預期業務中博彩部分的發展將與新加坡並駕齊驅,且於明年加快推進。
對於市場猜測澳門未來的增長能否達至300億至400億美元的博彩毛收入或更高,Goldstein對此深信不疑,且預期達到的時間很可能早於任何人所意會。這增強集團對投資組合中的資本投資計劃所產生的回報的信心。集團對澳門市場在近期及長期的增長滿懷信心。
LVS總裁兼營運總裁Patrick Dumont稱,季內澳門業務EBITDA利潤率為35.3%,較第二季增長210點子。隨著收益持續增長,集團預期利潤率將超過2019年澳門業務36%的利潤率。
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