大行評級|花旗:上調永利澳門目標價至6.25港元 維持“買入”評級
花旗發表研究報吿指,儘管永利澳門今年首季的整體物業EBITDA低於預期,但經幸運因素調整EBITDA達2.9億美元,超出該行(2.69億美元)及市場(2.74億美元)預期。五一黃金週期間,中場賭枱投注額按年上升,酒店入住率亦近乎爆滿。美食廣場Gourmet Pavilion 4月底開業,管理層表示每天可增加約2400個餐飲名額。雖然美食廣場將增加日常營運成本,但管理層預計會對EBITDA產生正面影響。
在納入最新的營運趨勢及提高利潤率預測後,該行將目標價從5.55港元上調至6.25港元,維持“買入”評級。若以六成派息率估算,永利澳門今年全年的股息率5%,為投資者在宏觀不確定及貿易衝突中提供一個防守選擇。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.