小摩:永利澳门给予“增持”评级 目标价7.5港元

新浪港股
May 11
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  摩根大通发布研报称,永利澳门(01128)首季业绩稳健,符合预期。经调整贵宾厅幸运因素后,季度经调整物业EBITDA为2.96亿美元,按季及同比分别增长3%及2%,与市场预期的2.98亿美元相若。该行给予永利澳门的“增持”评级,目标价7.5港元。

  该行指出,季绩中值得关注的是集团宣布于永利皇宫路氹酒店扩建全套房酒店大楼“Wynn Enclave”,将新增432间套房,预计令客房及套房数目分别增加约25%及50%。项目资本开支约9至9.5亿美元,相当于每间客房约210至220万美元,预计2026年下半年动工,2029年上半年完成。摩通估计,项目可提升永利皇宫的物业EBITDA约10%至20%,带动投资回报率达低至中双位数。

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