大行評級丨里昂:金沙中國首季調整後EBITDA低於預期 維持“跑贏大市”評級
里昂發表研報指,金沙中國今年首季淨收益總額錄17.09億美元,按季下跌4%。毛博彩收入按季下跌2%至16.09億美元,物業EBITDA按季跌6%至5.35億美元。若計及贏率調整,EBITDA按季下跌8%至5.45億美元,符合市場預期,但較該行預測低4%。報吿又指,金沙中國首季市場份額為22.8%,較上季下降0.7個百分點,相信澳門威尼斯人酒店是主要拖累。目前,澳門倫敦人酒店二期已全面投入營運,酒店客房總量達到1.08萬間,較首季增加17%至19%。里昂對金沙中國評級仍為“跑贏大市”,目標價維持18.7港元,預期明年公司營運可恢復至正常水平。
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