金吾财讯 | 金沙中国(01928)股价受压走低，截至发稿，报17.6港元，跌5.38%，成交额1.55亿港元。消息面上，金沙中国公布2024年第四季及全年业绩，当中第四季经调整物业EBITDA为5.71亿美元，按年减少12.7%，主要受贵宾博彩低赢率影响；全年经调整物业EBITDA为23.3亿美元，按年增加5%。期内，集团净收益总额按年减少5%至17.6亿美元，主要受到澳门伦敦人与澳门威尼斯人综艺馆持续升级工程的影响。中金表示，维持金沙中国跑赢行业评级及22.00港元目标价，对应11倍2025年EV/EBITDA。该行预计伦敦名人汇提前至2025年五一黄金周前完工，基于公司预计伦敦人名汇全量运营早于此前预期，上调2025年和2026年经调整EBITDA预测2%至26.02亿美元和28.49亿美元。
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