Lyon: Minor decline in next year's Macau gaming industry revenue and EBITDA forecast, with first choice being Sands China and galaxy ent.

Lyon released a research report stating that considering the signs of slowing internal growth in Macau's daily gambling revenue this year, the annual forecast for Macau's gambling revenue for the next two years will be reduced by 1%. It is predicted that the gambling revenue in 2025 will increase by 4% to 235.8 billion Macau yuan, and the growth rate in 2026 is expected to rise to 10.4%, reaching 260.2 billion Macau yuan. The bank indicated that adjusted EBITDA forecasts for the Macau gambling industry in 2025 and 2026 were reduced by 2.5% and 4% respectively, to an increase 8% and 10.2%. The bank maintains its investment rating for the 7 gambling operators unchanged, with Sands China (019) being the top choice for next year.

Sina Hong Kong stocksDec 2 03:28 ET

Consumer potential has been validated by data! Hong Kong stock tourism concept stocks have been popular for several consecutive days, with meilan airport rising nearly 13%.

① Hong Kong stocks in the travel concept sector have been popular for several days; what bullish factors are driving the sector's trends? ② The potential for travel consumer spending has been validated; how do institutions view it?

cls.cnDec 2 02:32 ET

Express News | Macau Says November Gambling Revenue up 14.9 Pct From a Year Earlier to 18.4 Bln Patacas

ReutersNov 30 23:45 ET

ubs group: Zhuhai residents will travel to Australia weekly next year, which is a mild bullish factor for gaming stocks, with Sands China being the top choice.

UBS Group released a research report stating that the National Immigration Administration announced that Zhuhai household residents can apply for the 'One Week, One Trip' to Macau starting from January 1st next year; while residents of the Hengqin Guangdong-Macao Deep Cooperation Zone can 'One Permit, Multiple Trips' to Macau. The bank believes that the above actions are moderately bullish for Macau's casino stocks, reflecting the central government's support for Macau, but due to the limited coverage, it is unlikely to bring significant growth to gambling revenue. The bank remains bullish on Macau's gambling industry, with Sands China (01928) as its top pick.

Sina Hong Kong StocksNov 29 04:15 ET

Hong Kong stocks anomaly | Macau casino stocks rebound in early trading. In October, Macau's inbound tourists increased by 13.7% year-on-year, with a significant increase in international tourists.

Macau casino stocks warmed up in the morning session. As of the time of reporting, Sands China (01928) rose 4.26% to HKD 19.58; Melco Int'l Dev (00200) rose 2.43% to HKD 4.64; SJM Holdings (00880) rose 2.33% to HKD 2.64; Galaxy Ent (00027) rose 1.86% to HKD 32.9.

Zhitong FinanceNov 25 22:36 ET

Macau Casino Revenue Is Improving, but the U.S. Election Results Have Clouded the Investor Outlook

Seeking AlphaNov 19 13:44 ET