-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下:拉斯維加斯金沙集團第一季業績強勁,經調整後的每股盈餘為0.91美元,較去年同期成長54%,優於2025年第四季的預期業績。淨收入成長25.3%至35.9億美元,主要得益於兩大區域的強勁成長。綜合調整後物業EBITDA成長24.6%至14.2億美元,但澳門業務的利潤率表現與上一季不同。澳門業務的調整後EBITDA為6.33億美元(年增18.3%),但利潤率下降140個基點至29.9%;而濱海灣金沙的利潤率則維持在53.0%的優異水準(同比增長100個基點)。博彩業務表現強勁,賭場營收成長28.8%至27.4億美元,濱海灣金沙(180億美元,去年同期為80億美元)及澳門倫敦人(47億美元,去年同期為17億美元)的籌碼交易量皆大幅成長。公司繼續積極進行資本回報,本季回購了7.4億美元的股票,自2023年第四季以來已向股東返還了52.4億美元,佔流通股的14.3%,同時維持每股0.30美元的季度股息。
Related Articles
Australian Shares Flat; Atlas Arteria Receives Unsolicited Takeover Bid From IFM
Australian shares were flat with a negative bias at Monday's close as the critical Strait of Hormuz in the Middle East continued to be blocked.The S&P/ASX 200 Index was little changed to close at 8,766.40.Brent crude oil futures gained 1.2% to reach $106.57 per barrel. US President Donald Trump cancelled a trip to Islamabad, Pakistan, by US envoys for talks with Iran over the weekend. Iran gave the US a new proposal for reaching a deal on reopening the Strait and ending the war, Axios reported.In company news, Atlas Arteria (ASX:ALX) has received an unsolicited off-market takeover proposal from IFM to acquire all remaining securities it does not already own at AU$4.75 per share in cash. IFM has indicated that the offer price may increase to AU$5.10 per share if it obtains at least a 45% relevant interest before the offer closes, subject to certain "best and final" conditions. Its shares jumped 13% on market close.Megaport's (ASX:MP1) wholly-owned unit, Latitude.sh, signed a 36-month contract with a new US-based customer, with a total value of around $25.1 million, representing around $8.4 million in annualized recurring revenue. Its shares closed up 5%.Lastly, Origin Energy (ASX:ORG) reported March quarter production of 164.5 petajoules, down from 167.1 petajoules a year earlier. The company reported commodity revenue of AU$1.86 billion for the quarter, down from AU$ 2.31 billion a year ago. Its shares were down over 5% on market close.
Mahindra & Mahindra Financial's Fiscal Q4 Consolidated Profit More Than Doubles
Mahindra & Mahindra Financial Services' (NSE:M&MFIN, BOM:532720) attributable consolidated net profit more than doubled to 9.38 billion Indian rupees in the fiscal fourth quarter from 4.57 billion rupees a year ago, according to a Friday filing with the Indian stock exchanges.Shares of the company jumped over 8% in Monday's trade.Earnings per share during the quarter ended March 31 climbed to 6.75 rupees from 3.59 rupees a year earlier.Total revenue from operations in fiscal Q4 increased to 47.7 billion rupees from 43.2 billion rupees, the filing said.The board recommended a final dividend of 7.50 rupees per share.
Giant Network Group 2025 Profit Up 23%, Revenue Jumps 73%
Giant Network Group (SHE:002558) posted 2025 attributable net profit of 1.75 billion yuan, up 23% from 1.42 billion yuan the previous year.Earnings per share climbed to 0.94 yuan from 0.78 yuan, according to a filing on the Shenzhen bourse.Operating revenue jumped 73% year over year to 5.05 billion yuan from 2.92 billion yuan.Shares of the game developer rose 2% in recent trade.