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《大行》瑞銀:金沙中國(01928.HK)次季表現符預期 予「中性」評級
阿思達克 07-25 11:03
瑞銀發表研究報告指,金沙中國(01928.HK)經調整物業EBITDA為5.66億美元,按年升約1%,調整貴賓廳勝率後,EBITDA為5.59億美元,符合市場預期。該行予集團「中性」評級,目標價17.8元。 該行表示,金沙中國至4月底以來提升宣傳力度,以保持市場競爭力,加上倫敦人名匯新增1,400間客房,推動其中場賭收按季增長約8%,超過行業水平。然而,再投資率按季增加40個基點,日常營運開支升約1%,導致經調整幸運因素EBITDA利潤率跌30個基點至31.3%。
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