大行評級丨星展:下調金沙中國目標價至22.86港元 保持較為保守的態度
星展發表研究報吿指,金沙中國的優勢將超越同業,預期倫敦人名匯將進一步提升顧客體驗,並促進高檔中場客流增長。加上威尼斯人綜藝館的翻新工程已經完成,而早前的翻新工程令今年第二季起的基數效應較低,按賭收計算,金沙中國料可按獲得更多市場份額。該行預計金沙中國2024至26財年的收入及盈利的年均複合增長率分別為10%及27%,考慮到地緣政治局勢仍然緊張,全球前景多變,因此保持較為保守的態度,將目標價由26.62港元降至22.86港元,評級“買入”。
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