智通财经APP获悉，花旗发布研究报告称，对金沙中国(01928)目标价为26.3港元，评级“买入”，指公司今年恢复派息或导致多次重新评级。
金沙中国去年第四季的净收入同比跌5%(按季持平)至17.11亿美元，物业EBITDA同比跌13%至5.71亿美元，符合预期。该行指，公司去年第四季的业绩并不影响其对金沙中国的看法，金沙中国仍为澳门博彩股中的首选，同时移除30天下行催化观察。
该行引述管理层称，预期伦敦人名汇(Londoner Grand)的2,405间房间将在今年5月黄金周全面运作，加上新的高档中场客赌厅赶及在农历新年前开业。该行认为，2024年经历的挑战为公司今年组成较低的基数，估计伦敦人名汇分阶段的重开会带动今年EBITDA同比增25%，如能实现，金沙中国将会是6只澳门博彩股之中今年录得最强的EBITDA同比增幅。
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