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美銀證券:升永利澳門(1128.HK)目標價至24.3港元 評級“買入”
格隆匯 01-06 11:32
美銀證券發表報告表示,在經濟及貴賓廳穩定下,預期永利澳門(1128.HK) 今年會扭轉逆勢,料今年其税息折舊及攤銷前利潤(EBITDA)將增至8%,而去年度則錄雙位數下跌。
該行補充,永利於高端客户的比例較同業為高,因此對宏觀經濟及市場氣氛的敏感度亦較高,因而其股價去年度累升12.4%,跑輸同業5%。總而言之,該行相信即使貴賓廳反彈速度較預期差,永利下行空間亦有限,且其股息收益率達5%及自由現金流收益率逾10%。
美銀證券上調永利2020至2021年度每股盈利預測16.2%及20.2%,目標價相應由20港元升至24.3港元,重申“ 買入 ”評級。

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