大行評級丨花旗:維持金沙中國“買入”評級 預計下半年EBITDA將顯著復甦
花旗發表研究報告指,金沙中國首季業績表現符合預期,淨收入按年下跌6%,物業EBITDA跌12%至5.35億美元,大致符合該行預期的5.3億美元及市場預測的5.41億美元。集團旗下澳門倫敦人酒店目前已全面投入營運,計及最新的市場博彩收入趨勢、即將來臨的五一長假期,以及大股東LVS表明有意繼續從市場上購入金沙中國的股份,再加上恢復派息,預料都將爲其股價提供支持。隨着倫敦人酒店在五一假期前全面投入營運,花旗預計金沙中國今年下半年EBITDA將顯著復甦,維持“買入”評級,目標價21港元,相信首季業績公佈後,市場對業績表現或令人失望的擔憂已消散。
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