智通财经APP获悉，中信证券发布研究报告称，调整金沙中国(01928)评级至“买入”。24Q4公司净收入17.7亿美元，恢复至19Q4的79%;GGR恢复至19Q4的75%，主要受物业翻新及贵宾业务拖累影响;经调整EBITDA为5.7亿美元，恢复至19Q4的70%，整体符合预期。
该行表示，澳门博彩行业在休闲领域板块中数据兑现稳定，有望成为内地消费情绪回暖及出行景气提振的先行指标，当前伦敦人和金光综艺馆翻新对公司经营的负面影响已经见顶，后续伴随供给逐步回归，博彩市占有望回升。
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