智通财经APP获悉，摩根士丹利发布研报称，上调永利澳门(01128)目标价，由7.1港元升至7.8港元，因2026年非博彩资本支出预估下调，现料年度非博彩资本支出为18亿港元，评级升至“增持”，在高端中场业务推动下，预计集团第三季市场份额将提高。基于近期公司股价回落，令短期估值更具吸引力，该行料公司股价将于未来60日内跑赢大市。
公司公布6月及7月的经运气调整日均EBITDA达330万美元，相当于一季约3亿美元。该行将2025年每股股息预测上调至0.37港元(料中期派息0.185港元)，较市场预期高50%，意味股息率达6%，将会是行内最高。
该行又指，在行业上升周期中，更看好高杠杆企业，而永利澳门净负债与EBITDA比率达4至5倍，其股价上升空间应较同业更大。另外，永利澳门是其覆盖范围内首间发行2034年到期债券的企业，反映对业务持续的信心增强。
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