金吾财讯 | 美银证券发研报指，金沙中国(01928)去年第四季博彩收入市场份额疲弱，部分由于赢率低于平均水平，且经赢率调整后的EBITDAR符合甚至略高于市场下调的预测。此外，“伦敦人”翻新工程所造成的影响应于今年上半年逐步改善。该行认为，虽然伦敦人去年第四季的博彩收入按季有所改善，但其余赌场即使经赢率调整后的市场份额仍出现下滑。因此，该行相信金沙中国的博彩收入市场份额在新的一年仍将是投资者关注的焦点。美银证券考虑到金沙中国今年有望恢复派息，且估值合理，今年上半年更好展望，重申对其“买入”评级，目标价由23港元上调至24港元，此相当于预测今年市盈率13倍。
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