Core Viewpoint - The sale of 79 kilograms of gold from the "Golden Avenue" at the Emperor Palace Casino in Macau highlights the significant changes in the local gaming industry, particularly the closure of satellite casinos and the shift towards hotel operations [3][4][12]. Group 1: Sale of Gold and Financial Implications - The gold was sold for approximately 99.7 million HKD, which is significant given that Emperor Entertainment's total market value is around 300 million HKD [4][26]. - The sale is attributed to multiple factors, including high gold prices, liquidity issues within the Emperor Group, and the transformation of Macau's gaming industry [4][26]. - The Emperor Palace Casino has ceased operations, leaving only hotel services, indicating a strategic shift in business focus [4][12]. Group 2: Changes in Macau's Gaming Industry - The Emperor Palace is classified as a "satellite casino," which operates under a model where the casino is not owned by the gaming company but is licensed to operate by them [6][28]. - The closure of satellite casinos has been mandated by changes in Macau's gaming laws, with a deadline set for 2025 for either cessation of operations or acquisition by gaming companies [30][41]. - The last satellite casino, the Land Casino, closed on December 30, marking the end of an era for this type of gaming establishment in Macau [33][34]. Group 3: Financial Performance and Market Trends - Prior to the closure of satellite casinos, Emperor Entertainment reported stable profits of around 300 million HKD annually from VIP rooms, but has since faced significant losses, reporting a loss of 73.1 million HKD in a recent half-year report [21][43]. - Despite the closures, Macau's gaming industry is showing signs of recovery, with projected revenues for 2023, 2024, and 2025 estimated at 183 billion MOP, 231.4 billion MOP, and 247.4 billion MOP respectively [45]. - The shift in revenue generation is moving from older districts to the Cotai area, which is becoming the primary hub for gaming in Macau [24][45]. Group 4: Employee Compensation and Visitor Trends - Major gaming companies in Macau have announced bonuses and salary increases for employees, reflecting a recovery in the industry [46]. - Visitor numbers to Macau have rebounded to pre-pandemic levels, with a record of 867,000 entries on February 7, indicating a strong return of tourism [47].

新濠国际发展有限公司是一家主要从事娱乐场及酒店业务的投资控股公司。该公司通过两个分部运营业 务。娱乐场及酒店分部经营娱乐场及提供酒店服务及设施，包括博彩、住宿、餐饮、娱乐表演、购物及 会议展览等综合度假村业务。其他分部从事投资业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月11日南向资金减持1000.0股新濠国际发展（00200.HK）。近5个交易日中，获南向资 金增持的有3天，累计净增持257.55万股。近20个交易日中，获南向资金增持的有11天，累计净增持 491.55万股。截至目前，南向资金持有新濠国际发展（00200.HK）1.48亿股，占公司已发行普通股的 6.49%。 ...

Core Viewpoint - Southbound funds have increased their holdings in Melco International Development (00200.HK) by 828,000 shares on February 9, indicating a positive trend in investor interest [1] Group 1: Shareholding Activity - Over the past five trading days, southbound funds have increased their holdings for four days, with a total net increase of 2.54 million shares [1] - In the last twenty trading days, there have been eleven days of net increases, totaling 1.3585 million shares [1] - As of now, southbound funds hold 148 million shares of Melco International Development, representing 6.49% of the company's issued ordinary shares [1] Group 2: Company Overview - Melco International Development Limited is primarily engaged in the investment holding of entertainment and hotel businesses [1] - The company operates through two segments: the entertainment and hotel segment, which includes casino operations and hotel services, and the other segment, which focuses on investment activities [1]

Group 1 - The core viewpoint of the article highlights significant stock movements in the Hong Kong and US markets, driven by strategic partnerships, positive financial reports, and market trends [1][2][3][4][5][6][7]. Group 2 - Ocean Group (01991) saw a surge of over 13.3% after announcing a strategic partnership with CONSCIOUSNESS FOUNDATION LTD. to establish a joint venture focused on AI smart hardware, marking a significant step in its AI strategy [1]. - Gaming stocks continued to rise, with Melco International Development (00200) up 5.49% and Sands China (01928) up 3.26%, supported by a 24% year-on-year increase in Macau's gaming revenue for January [1]. - China Energy Storage (02399) increased by over 9.2% following its announcement to acquire 100% of Wuzhong Ruichu Technology for RMB 64 million [2]. - The real estate sector showed recovery, with Sunac China (01918) rising 8.2% as market confidence improved in January [3]. - Gold stocks collectively rose, with China’s gold reserves increasing to 74.19 million ounces, marking a continuous increase for 15 months [4]. - In the US market, Lexin Fintech (LX.US) rose 6.04% amid a broader market rally, with the Dow Jones reaching a historic high of 50,115.67 points [5]. - SpyGlass Pharma (SGP.US) debuted on the US market with a 65% increase, focusing on chronic eye disease treatments [6]. - Bitcoin-related stocks rebounded significantly, with Strategy (MSTR.US) up 26.11% [7].

Group 1 - The gaming stocks experienced a collective rise in the morning session, with notable increases in share prices [1][3] - New World Development (00200) saw a significant increase of 6.15%, reaching HKD 4.83 [1][3] - MGM China (02282) rose by 2.89%, trading at HKD 13.52 [1][3] - Sands China (01928) increased by 2.71%, with a price of HKD 18.58 [1][3] - Galaxy Entertainment (00027) gained 2.20%, priced at HKD 43.60 [1][3]

Group 1 - The gaming stocks continued to rise, with New World Development (00200.HK) increasing by 5.93% to HKD 4.82 [1] - Sands China (01928.HK) saw a rise of 3.54%, reaching HKD 18.73 [1] - Galaxy Entertainment (00027.HK) increased by 2.58%, trading at HKD 43.76 [1] - MGM China (02282.HK) rose by 2.13%, with a price of HKD 13.42 [1]

Group 1 - The core viewpoint of the article highlights the positive performance of gaming stocks in Macau, driven by strong growth in gaming revenue and high hotel occupancy rates during the upcoming Chinese New Year holiday [1] Group 2 - According to the Macau Gaming Inspection and Coordination Bureau, the gross gaming revenue for January reached 22.633 billion MOP, representing a year-on-year increase of 24.0% [1] - Hotel operators in Macau report that hotel booking rates and travel agency orders are rising, with expectations that hotel occupancy during the Chinese New Year will exceed 90% [1] - Morgan Stanley's report indicates that the average daily gaming revenue during the first five days of last year's Golden Week was approximately 1.1 billion MOP, and anticipates that this year's Lunar New Year gaming revenue will be comparable or even stronger due to high occupancy rates and a 25% increase in average daily room rates (ADR) [1] - The firm expects a 13% year-on-year growth in total gaming revenue for February, supported by sustained demand post-holiday, and projects a 16% year-on-year increase in industry EBITDA for the first quarter of this year, leading to upward revisions in earnings forecasts [1]

Group 1 - Hong Kong gaming stocks experienced a collective surge, with New Macau International Development rising over 6% [1] - Sands China increased by 4%, while Galaxy Entertainment and Wynn Macau both saw a rise of 2.5% [1] - A notable increase was observed in the stocks of Australian Gaming Holdings and MGM China, which both surged by 25% [1]

Core Viewpoint - The Macau gaming stocks experienced a collective rise, with significant increases in share prices, driven by positive forecasts for the upcoming Lunar New Year holiday gaming revenue [1] Group 1: Stock Performance - Melco International Development saw a rise of over 6% [2] - Sands China increased by 4% [2] - Galaxy Entertainment and Wynn Macau both rose by 2.5% [2] - SJM Holdings and MGM China both experienced a 2% increase [2] Group 2: Market Insights - Morgan Stanley's research report indicated that the average daily gaming revenue in Macau during the first five days of last year's Golden Week was approximately 1.1 billion MOP [1] - The hotel occupancy rate during this year's Lunar New Year is expected to be similar to last year, with average daily room rates (ADR) up by about 25% [1] - The forecast for gaming revenue during this year's Lunar New Year holiday is expected to match or exceed last year's Golden Week figures [1] - The firm anticipates a 13% year-on-year growth in total gaming revenue for February [1] - EBITDA for the industry is projected to grow by 16% year-on-year in the first quarter of this year, leading to upward revisions in profit forecasts [1] Group 3: Hotel Industry Outlook - Macau hotel operators report a continuous increase in hotel booking rates and travel agency orders for the Spring Festival period [1] - Hotel occupancy rates during the Spring Festival are expected to exceed 90%, indicating a peak in Macau's tourism market [1]

Core Viewpoint - Southbound funds have increased their holdings in Melco International Development (00200.HK) by 641,000 shares on February 6, 2026, marking a positive trend in investment interest over recent trading days [1] Group 1: Shareholding Changes - In the last five trading days, Melco International Development has seen an increase in holdings for four days, with a total net increase of 2.027 million shares [1] - Over the past 20 trading days, there have been 10 days of net increases, totaling 306,000 shares [1] - As of now, southbound funds hold 14.7 million shares of Melco International Development, accounting for 6.46% of the company's total issued ordinary shares [1] Group 2: Daily Shareholding Data - On February 6, 2026, the total shareholding was 14.7 million shares, with a change of 641,000 shares, reflecting a 0.44% increase [2] - On February 5, 2026, the total shareholding was 14.6 million shares, with a change of 1.147 million shares, reflecting a 0.79% increase [2] - On February 4, 2026, the total shareholding was 14.5 million shares, with a change of 172,000 shares, reflecting a 0.12% increase [2] - On February 3, 2026, the total shareholding was 14.5 million shares, with a change of -248,000 shares, reflecting a -0.17% decrease [2] - On February 2, 2026, the total shareholding was 14.5 million shares, with a change of 315,000 shares, reflecting a 0.22% increase [2] Group 3: Company Overview - Melco International Development Limited is primarily engaged in the business of entertainment and hotel operations, functioning through two segments [2] - The entertainment and hotel segment operates casinos and provides hotel services and facilities, including gaming, accommodation, dining, entertainment performances, shopping, and conference exhibition services [2] - The other segment is involved in investment activities [2]