瑞银发表研报指，拉斯维加斯金沙集团(LVS.US) 近日公布去年第四季业绩，上季澳门物业EBITDA为5.71亿美元，按年下跌约13%，调整贵宾厅运气因素后EBITDA达到5.93亿美元，高于市场及该行预测各5.63亿至5.75亿美元，主要得益于高于预期的中场和非博彩收入。当中伦敦人表现出色，伦敦人娱乐场重新开业后，中场收入按季增长约7%。
瑞银认为，伦敦人第二期翻新工程在第四季提前带来效益，余下约1,400间客房预计将在5月黄金周前投用，相信伦敦人项目的推进将在2025年为金沙中国(01928.HK) 带来收入和EBITDA份额的提升，加上恢复派息，以及上季业绩表现超出预期，都成为推动重新评级的催化剂，维持对金沙中国的“买入”评级，目标价24.8元。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-28 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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