-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：拉斯维加斯金沙集团第一季度业绩强劲，经调整后的每股收益为0.91美元，同比增长54%，优于2025年第四季度的预期业绩。净收入增长25.3%至35.9亿美元，主要得益于两大区域的强劲增长。综合调整后物业EBITDA增长24.6%至14.2亿美元，但澳门业务的利润率表现与上一季度有所不同。澳门业务的调整后EBITDA为6.33亿美元（同比增长18.3%），但利润率下降140个基点至29.9%；而滨海湾金沙的利润率则保持在53.0%的优异水平（同比增长100个基点）。博彩业务表现强劲，赌场收入增长28.8%至27.4亿美元，滨海湾金沙（180亿美元，上年同期为80亿美元）和澳门伦敦人（47亿美元，上年同期为17亿美元）的筹码交易量均大幅增长。公司继续积极进行资本回报，本季度回购了7.4亿美元的股票，自2023年第四季度以来已向股东返还了52.4亿美元，占流通股的14.3%，同时维持每股0.30美元的季度股息。
Related Articles
Oil & Energy
US Oil Update: Brent Hits Three-Week High as Peace Talks Stall
Oil prices gained on Monday with Brent hitting a near three-week high as stalled peace talks and a lengthening Strait of Hormuz closure tightened global supplies of crude.Front-month West Texas Intermediate crude futures added 0.6% to $94.95 per barrel, while Brent futures were up 0.9% to $106.25/bbl."Oil continues to grind higher as the Strait of Hormuz remains effectively closed, extending disruptions across the Middle East that continue to tighten the availability of critical commodities - from crude, fuel and gas to metals, fertilizers and petrochemicals," Saxo Bank analysts said."Brent crude trades at a three-week high as efforts to revive peace talks have stalled, with an Iranian proposal reportedly calling for nuclear negotiations to be postponed to a later stage."With Goldman Sachs and Eni sharply raising their forecasts, the market is now pricing in a long-term standoff over critical energy corridors.Goldman Sachs revised its fourth-quarter Brent outlook upward to $90 per barrel, rising from its previous $80 forecast and exceeding the current trading average of $88, analysts noted.Italian major Eni (E) cautioned that the market is underestimating the conflict's duration, hiking its 2026 Brent projection to $83.Last week marked a massive pivot in sentiment as the market looked more despondent over an imminent end to the conflict. Brent posted a 17% weekly gain and WTI surged over 13%.
Asia
Nippon Life India Asset Management's Profit Climbs in Fiscal Q4
Nippon Life India Asset Management (NSE:NAM-INDIA, BOM:540767) said its consolidated profit attributable to the owners rose to 3.85 billion Indian rupees in the fiscal fourth quarter from 2.99 billion rupees a year ago.Earnings per share for the quarter ended March 31 climbed to 5.93 rupees from 4.65 rupees a year earlier, according to a Monday filing.Revenue from operations increased year on year to 7.39 billion rupees from 5.67 billion rupees.Additionally, the board of the company recommended a final dividend of 12.50 rupees per share for fiscal year ended March 31.
$BOM:540767$NSE:NAM-INDIA
Research
RBC Cuts Price Target on Kinsale Capital Group to $375 From $385, Keeps Sector Perform Rating
Kinsale Capital Group (KNSL) has an average rating of hold and mean price target of $362.56, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
$KNSL