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大行評級|花旗:維持金沙中國“買入”評級 目標價27港元
格隆匯 04-19 15:37

花旗發表研究報吿指,受累倫敦人喜來登酒店及威尼斯人金光綜藝館翻新工程帶來的影響,導致金沙中國在2024年首季的市佔率減低,而物業EBITDA亦因此按季跌7%,大致符合該行預期。倫敦人的Pacifica賭場也將於今年5月開始翻新。

報吿指,管理層在之前的業績會議上,已明確解釋過倫敦人第二期翻新對公司的影響,該行亦認為影響已大致被反映。由於倫敦人第一期的成功帶動,該行預期當第二期工程在今年底至明年5月重開時,EBITDA有望大幅提升。金光綜藝館在今年11月重新開放也有助帶回娛樂節目。

該行維持予金沙中國目標價27港元及“買入”評級不變。

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