《大行》高盛:金沙中國(01928.HK)次季業績符預期 維持「買入」評級
高盛發表研究報告指,金沙中國(01928.HK)第二季業績符合預期,經贏率調整EBITDA按季增長3%至5.59億美元,期內中場表現好過預期,中場賭收按季增長7%,當中高端中場增長5%,角子機收入增11%,有助抵銷貴賓廳轉碼數按季下跌20%的影響。以賭收計集團第二季市場份額按季微升0.2個百分點至22.8%。
高盛指,管理層透露近期演唱會活動繼續吸引高端客戶到訪,此外來自廣東省即日往返的基礎中場客源亦有所復甦,4月至5月訪客量分別按年增長40%及43%。集團目標將年化EBITDA從次季的介乎22億至23億美元,提升到介乎26億至27億美元,並計劃逐步增加股息。高盛將金沙2025至2027年EBITDA預測下調2%至上調1%,目標價由原先21.7元輕微下調至21.5元,維持「買入」評級。
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