花旗研究报告指，尽管永利澳门(01128.HK) 今年首季的整体物业EBITDA低于预期，但经幸运因素调整EBITDA达2.9亿美元，超出该行(2.69亿美元)及市场(2.74亿美元)预期。集团4月份的表现稳健，贵宾赌台转码数按年上升，而中场的赌台投注额与去年相若。五一黄金周期间，中场赌台投注额按年上升，酒店入住率亦近乎爆满。美食广场Gourmet Pavilion 4月底开业，管理层表示每天可增加约2,400个餐饮名额。虽然美食广场将增加日常营运成本，但管理层预计会对EBITDA产生正面影响。
在纳入最新的营运趋势及提高利润率预测后，该行将目标价从5.55元上调至6.25元，维持“买入”评级。若以六成派息率估算，永利澳门今年全年的股息率5%，为投资者在宏观不确定及贸易冲突中提供一个防守选择。(ss/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-07 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.