中信里昂：金沙中国(01928)澳门伦敦人二期投入营运有望加快扩展暂维持“跑赢大市”评级

智通财经2025-04-24

智通财经APP获悉，中信里昂发布研报称，金沙中国(01928)今年首季经调整EBITDA按季下跌8%至5.45亿美元，与机构预期一致，但较该行预测低4%。季内集团收入市占率按季下跌0.7个百分点至22.8%，主要受澳门威尼斯人拖累。报告表示，澳门伦敦人第二期已全面投入营运，使酒店房间总存量达10800间，该行预期伦敦人的扩张速度应会加快。金沙中国2026年的EV/Ebitda为7.3倍，而...

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中信里昂：金沙中国(01928)澳门伦敦人二期投入营运有望加快扩展 暂维持“跑赢大市”评级

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中信里昂：金沙中国(01928)澳门伦敦人二期投入营运有望加快扩展暂维持“跑赢大市”评级