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Hong Kong stocks fluctuate | Macau Casino stocks rose today as the market anticipates supportive policies for tourism in Macau. Morgan Stanley predicts a 3-4% growth in Macau's gaming revenue in the fourth quarter.
The Macau Casino stocks rose today, as of the time of this report, MGM CHINA (02282) increased by 4.09%, reporting at 10.18 HKD; SANDS CHINA (01928) increased by 4.28%, reporting at 21.95 HKD; GALAXY ENT (00027) increased by 1.94%, reporting at 36.85 HKD; MELCO INT'L DEV (00200) increased by 1.78%, reporting at 5.15 HKD.
J.P. Morgan: Macau's gambling revenue for the first eight days of December has slowed down as expected, with GALAXY ENT being the top choice for next year.
JPMorgan released a research report stating that the top choice among Macau Casino stocks for next year is GALAXY ENT (00027), with a "Shareholding" rating and a Target Price of HKD 48, reflecting its unique profit drivers and a low enterprise value multiple (EV/EBITDA) of 9 times. After that, WYNN MACAU (01128), SANDS CHINA (01928), and MGM CHINA (02282) are also expected to perform well (these three companies share the same ranking), followed by SJM HOLDINGS (00880), and lastly, MELCO INT'L DEV (00200). The report mentioned that the gross gaming revenue for Macau for the first eight days of December was 4.5 billion Macau patacas (down...
[Brokerage Focus] JPMorgan expects Q4 Macau Gambling revenue to increase by 3% to 4% quarter-on-quarter, with GALAXY ENT (00027) as the top pick.
Jinwu Financial News | JPMorgan released a research report indicating that the gross gaming revenue in Macau for the first eight days of December was 4.5 billion (Macau Pataca, the same below), which corresponds to a daily average of 0.562 billion Patacas, a 9% decrease compared to the average daily gaming revenue in November, but within expectations. During this period, the gross gaming revenue from the mass market business was about 105% of the pre-pandemic level, while VIP rooms recovered to about 20% to 23%. Although growth in gaming revenue is expected to slow in December, a quarterly increase of 3% to 4% is still anticipated for the fourth quarter, reaching the highest level in 20 quarters, and this growth momentum is believed to support the industry in meeting the general expectations for the fourth quarter and this fiscal year.
J.P. Morgan: Macau's Gambling revenue for the first eight days of December is expected to slow down month-on-month. The preferred choice for next year is GALAXY ENT (00027).
Morgan Stanley's order of stock selection for Macau Casino next year is GALAXY ENT (00027), WYNN MACAU (01128), SANDS CHINA (01928), and MGM CHINA (02282) (three companies ranked equally), followed by SJM HOLDINGS (00880) and MELCO INT'L DEV (00200).
Hong Kong stocks move | Macau casino stocks generally rise as Goldman Sachs expects synchronized growth in inbound and outbound tourism in mainland China next year, bullish on the industry benefiting from policy support.
Macau casino stocks generally rose. As of the time of writing, Sands China (01928) increased by 4.13% to 21.45 HKD; Galaxy Ent (00027) rose by 2.21% to 37.05 HKD; MGM China (02282) went up by 0.9% to 10.04 HKD; Wynn Macau (01128) increased by 0.67% to 6.04 HKD.
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