该行续指，金沙中国三季度非博彩业务恢复速度较慢，主要因伦敦人二期翻新项目对公司运营的影响仍在增强。3Q24翻新工程中公司有大概2,500间客房暂时关闭(约占喜来登酒店客房数的63%，占公司总客房数的20%)，Pacifica博彩区域关闭。公司管理层预计Q4将有3100-3200间房间关闭，只有大约300个新套房会保持开放，翻新工程对经营的扰动将达到顶峰。Sands China (01928) fell nearly 3% in the intraday period. As of press release, it was down 2.88% to HK$20.2, with a turnover of HK$0.123 billion.
The Zhitong Finance App learned that Sands China (01928) fell nearly 3% in the intraday period. As of press release, it was down 2.88% to HK$20.2, with a turnover of HK$0.123 billion.
According to a research report released by Dongwu Securities (Hong Kong), Sands China achieved net profit of 1.77 billion US dollars in 3Q24, slightly exceeding market expectations of 1.74 billion US dollars. It remained flat from month to month, and recovered to 83.1% in the same period in '19. Among them, the gaming/non-gaming business contributed 1.34/0.43 billion US dollars respectively, up 0.5%/2.4% month-on-month, respectively, and recovered to 80.2%/97.3% in the same period in '19.
The bank continued that Sands China's non-gaming business resumed slowly in the third quarter, mainly because the impact of the Londoner Phase II renovation project on the company's operations is still increasing. About 2,500 of the company's guest rooms were temporarily closed during the 3Q24 renovation project (accounting for 63% of the number of rooms at the Sheraton Hotel and 20% of the company's total number of rooms), and the Pacifica gaming area was closed. The company's management expects 3100-3200 rooms to be closed in Q4, only about 300 new suites will remain open, and the disruption of the renovation project to operations will peak.
