中金:维持永利澳门“跑赢行业”评级 目标价6.90港元

智通财经
08 May

管理层表示,关税政策可能会影响并推迟美国业务的资本支出计划,但预计对中国澳门地区的资本支出及运营支出均无影响。中金发布研报称,维持永利澳门(01128)2025年和2026年经调整EBITDA预测基本不变。当前股价对应8.0倍2025年EV/EBITDA。该行维持跑赢行业评级和目标价6.90港元,对应9.0倍2025年EV/EBITDA,较当前股价有26%的上行空间。中金主要观点如下:1Q25 ...

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