《大行》华泰证券降永利澳门(01128.HK)目标价至6.8元 短期盈利或受压

阿斯达克财经
09 May

华泰证券发表研究报告指,永利澳门(01128.HK) 首季净收入按年跌13%;经调整EBITDA按年跌26%,回复至2019年水平的65%;EBITDA及EBITDA利润率按季回落,料短期盈利或会受压。该行维持集团“买入”评级,但考虑到博彩业转型后,散客化趋势明显,而集团的非博彩业务相对较弱,将目标价由7元降至6.8元。

该行表示,澳门今年首季博彩收入每月平均不到200亿澳门元,因此下调永利澳门今明两年的赌收预测6.6%及12.5%,分别至299亿及303亿元,而经调整EBITDA预测则降3.4%及3.7%,分别至98亿及99亿元。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-08 16:25。)

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