《大行》花旗維持金沙中國(01928.HK)為行業首選之一 評級「買入」
花旗發表研究報告指,金沙中國(01928.HK)次季業績符合預期,淨收入按年增長2%,物業EBITDA增長1%,大致符合市場預期。金沙管理層已制定短期目標,期望EBITDA運行率可達到27億美元,花旗認為目標可達成,對金沙中國2026年EBITDA預測為27.7億美元。
隨著倫敦人酒店全面開幕後能提供2,400間套房,以及公司優化再投資政策及提升賭檯贏率等,花旗預計金沙將能重奪市場份額,又相信未來會繼續審慎管理其再投資政策,維持「買入」評級及目標價24.5元不變,重申金沙中國繼續是濠賭股首選之一。
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