大摩：维持金沙中国(01928)“与大市同步”评级 首季表现略逊预期
大摩发布报告称，维持金沙中国(01928)“与大市同步”评级，2024至2026年每股盈利预测为0.18、0.24及0.28美元。公司首季表现略逊预期，物业EBITDA按季下跌7%至6.1亿美元，仅达2019年同期的71%，较该行预测的6.58亿美元低7%，计及赢率调整的物业EBITDA为6.41亿美元，也较市场预期的6.65亿美元低4%。
该行指出，撇除零售业务EBIT及赢率等影响，金沙中国首季EBITDA录5.38亿美元，达到2019年同期的73%，EBITDA利润率30.8%，按季跌50个基点。大摩指，金沙中国首季中场市场份额按季下跌90个基点，符合预期，中期及老虎机收入则按季持平，达到2019年首季的约95%，相信有部分原因是Arena及喜来登酒店的翻新所致，估计未来两季会有更多客房完成工程重新投用。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
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