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大行评级|大摩:上调永利澳门目标价至9.3港元 维持“增持”评级
格隆汇 05-09 14:04

摩根士丹利发表报吿,更新对永利澳门风险回报分析,将其目标价由8.4港元上调至9.3港元,以反映该行将其今年中场博彩毛收入市场份额预测,由12.6%上调至13.2%,至于经营开支预测大致不变,因此今年EBITDA预测上调8%至89亿元,即按年增长34%,并相当于2019年的93%。

该行将永利澳门2025及2026年EBITDA预测分别上调11%及8%,以反映中场市占率较高,并估计今年至2026年的每股派息分别0.3港元、0.45港元及0.5港元,维持其“增持”评级。

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