大行评级丨大摩:上调永利澳门目标价至6.4港元,股息率具吸引力

格隆汇
Aug 20
摩根士丹利发表研报,因应永利澳门第二季实际业绩,加上对中场和角子机业务持续强劲的预期,上调2026年物业EBITDA预测至92亿港元,同比增长10%,并相应将目标价由6.1港元上调至6.4港元,评级“增持”。该行同时预期2027及2028年物业EBITDA分别为98亿港元及105亿港元,同比增长6%及7%。该行认为,永利澳门在近期增加派息后,即使股息维持不变,预测股息率仍达约7.7%,具有吸引力。

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