智通财经APP获悉，大摩发布研报称，永利澳门(01128)2024年每股盈利为0.61元，高于市场预期的0.52元。更大的惊喜来自每股股息。2024年每股股息为0.26元，市场预期为0.14元。2024年的每股股息对应4.6%的股息率，应能支撑股价。高自由现金流应有助于降低负债或维持高股息支付。对永利澳门评级“与大市同步”，目标价5.5港元。
报告中称，澳门博彩股今年迄今表现落后于恒生指数，因2025年第一季博彩收入同比增长仅1%，远低于该行对2025年博彩收入增长4.5%的预期。若月度博彩收入恢复至高个位数增长，可能有助于股价重估。
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