新濠国际子公司新濠博亚(MLCO US)于美国时间11月5日盘前发布24Q3财报,MLCO开盘后股价一度上涨约4%,主要原因为EBITDA Margin超预期。我们认为24Q3澳门业务:1)EBITDA Margin自今年以来环比向好,但仍未达19年同期水平;2)公司在电话会中提到或于25年下半年重启派息,此前公司维持季度派息直到20Q1暂停;3)但总GGR、VIP和中场恢复均不及行业水平,且与...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.