高盛发表报告指出，正如该行此前预期，金沙中国(01928.HK) 去年第四季业绩受到多个因素影响，包括更多酒店房间临时关闭、与前一年相比营业租金分成下降、贵宾厅(VIP)赢率下降，以及去年12月中旬因中央官员到访而令行业赌客数量有所减少。
该行认为，金沙中国期内物业EBITDA按季跌2%至5.71亿美元，符合下调后的市场预期。经调整VIP赢率由去年第三季的3.23%降至第四季的2.44%，反映EBITDA将按季微增1%至5.93亿美元，尽管仍按年跌15%，意味着利润率下降3个百分点至32.8%，收入则减少6%。
该行看好金沙中国股价未来有较佳表现，且认为其季绩显示中场赌收趋势较预期更具韧性，另相信公司大部分临时性干扰因素将由今年首季起逆转，予其“买入”评级，目标价24.2元。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-28 12:25。)
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