华泰证券发表报告指，金沙中国(01928.HK) 母公司美股LVS于美国时间上周三(23日)盘后发布第一季财报，当中澳门业务(即金沙中国)博彩毛收入6.1亿美元，按年跌6%，按季跌2%，恢复至2019年第一季的69%。
该行认为金沙中国仍承担由翻新带来的份额和利润压力，叠加行业缺乏增长动能，澳门政府预计今年总赌收为2,400亿澳门元，但首三个月平均不到200亿澳门元，而历史上政府预测偏保守。由喜来登改装的伦敦人名汇已于4月开放，提供2,405间豪华酒店套房，预计有望赶上五一假期改善业绩，叠加下半年存在继续派息预期，或遵循2024年末的每股25港仙，按目前股价计算年化股息收益率约4%。维持“买入”评级。目标价由24.7港元降至21.2港元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-28 12:25。)
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