花旗发布研报称，尽管永利澳门(01128)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。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港元上调至6.25港元，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。

集团4月份的表现稳健，贵宾赌台转码数同比上升，而中场赌台的投注额与去年相若。五一黄金周期间，中场赌台投注额同比上升，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。

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