智通财经APP获悉，摩根士丹利发布研报称，将永利澳门(01128)评级由“与大市同步”上调至“增持”，目标价由5.9港元上调至6.4港元。
该行指上调评级主要基于三个原因：首先该公司提供博彩业内最高的股息率约8.4%，且不依赖盈利水平便能维持;其次预期2026年第一季度市场份额将会增长;第三公司在重新投资方面保持审慎。
报告提到，永利澳门的2025年度派息增加20%，2026年预计股息收益率达8.4%，为全球博彩业最高。该行预计公司将维持每次派息0.223港元。该行表示，虽然公司净负债对EBITDA比率达4.4倍属较高水平，但8%的股息收益率相对同业及历史范围而言极具吸引力。
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