Core Viewpoint - The report from CICC gives a "Outperform" rating to Huicai Holdings (01180) with a target price of HKD 1.3, highlighting the company's strong position in the multi-live game (LMG) terminal sales to Macau gaming operators [1] Group 1 - CICC visited Huicai Holdings' R&D center in Zhuhai on September 23, indicating a proactive approach in understanding the company's operations [1] - The company maintains a solid advantage in selling LMG terminals to Macau gaming operators, with new potential suppliers unlikely to significantly erode its market share starting from Q4 2026 [1] - Huicai Holdings is making progress in game development, showing promising early signs, although it requires time to fully catch up [1]

Core Viewpoint - Credit Lyonnais has issued a report rating Huicai Holdings (01180) as "Outperform" with a target price of HKD 1.3 [1] Group 1: Company Insights - The report highlights that Credit Lyonnais visited Huicai Holdings' R&D center in Zhuhai on September 23 [1] - The company maintains a strong advantage in selling Multi-Player Live Game (LMG) terminals to Macau gaming operators [1] - From Q4 2026 onwards, new potential suppliers are unlikely to significantly erode Huicai's market share [1] Group 2: Development and Future Outlook - Huicai Holdings is making progress in game development, showing promising early signs [1] - However, the company requires time to fully catch up in this area [1]

Group 1 - The core viewpoint of the article highlights the strong performance of Macau gaming stocks, driven by various factors including events, wealth effects from the stock market, relaxed visa policies, and ongoing security concerns in Thailand and the Philippines, leading to increased mainland tourist visits to Hong Kong and Macau [1] - According to Goldman Sachs, the gaming companies in Macau expect strong demand during the upcoming Golden Week, supported by nearly full hotel bookings and positive customer communications, with the National Games not significantly impacting gaming revenue [1] - The overall industry anticipates sustained strong growth momentum for the remainder of the year, with Goldman Sachs projecting a 9% year-on-year increase in Macau's total gaming revenue (GGR) for 2025, translating to a 14% year-on-year growth from September to December this year, and a 7% growth in 2026 [1] Group 2 - Specific stock performances include Wynn Macau rising nearly 3%, Galaxy Entertainment up 2%, Melco International Development increasing by 1.5%, Sands China and Suncity Group both gaining over 1%, and MGM China following suit [1] - The latest stock prices and changes are as follows: Wynn Macau at 6.830 (+2.71%), Galaxy Entertainment at 41.540 (+1.96%), Melco International Development at 5.380 (+1.51%), Sands China at 20.600 (+1.28%), Suncity Group at 0.890 (+1.14%), and MGM China at 15.610 (+0.13%) [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年8月31日 | | | | 狀態: 新提交 | | --- | --- | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | | | 公司名稱: | 滙彩控股有限公司 | | | | | | 呈交日期: | 2025年9月1日 | | | | | | I. 法定/註冊股本變動 | | | | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | 證券代號 (如上市) | 01180 | 說明 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000,000 HKD | | 0.001 | HKD | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | ...

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Melco International Development, which rose over 14%, leading the gains in Macau gaming stocks [1] - Melco International Development reported a net revenue of HKD 19.965 billion for the six months ending June 30, 2025, representing a year-on-year increase of 12.38% [1] - The company achieved a profit attributable to shareholders of HKD 351 million, marking a turnaround from a loss in the previous year, with basic earnings per share of HKD 0.18 [1] Group 2 - The Macau hotel and tourism industry anticipates a boost in tourism due to upcoming major events such as the National Day Golden Week, the 15th National Games, and the Grand Prix, which are expected to drive visitor numbers close to 2019 levels [1] - Analysts suggest that the concentration of large events in Macau during the second half of the year will directly enhance tourist volume and stimulate gaming demand, providing fundamental support for gaming stocks [1]

汇彩控股(01180)涨近13%，截至发稿，涨12.9%，报1.05港元，成交额673.48万港元。 消息面上，汇彩控股发布截至2025年6月30日止6个月业绩，该集团期内取得收入5.08亿港元，同比增加 19.44%；公司拥有人应占溢利1.72亿港元，同比增加48.52%；每股基本盈利16.4港仙；拟派发中期股息 每股7.5港仙，上年同期5港仙。 ...

消息面上，汇彩控股发布截至2025年6月30日止6个月业绩，该集团期内取得收入5.08亿港元，同比增加 19.44%；公司拥有人应占溢利1.72亿港元，同比增加48.52%；每股基本盈利16.4港仙；拟派发中期股息 每股7.5港仙，上年同期5港仙。 智通财经APP获悉，汇彩控股(01180)涨近13%，截至发稿，涨12.9%，报1.05港元，成交额673.48万港 元。 ...

来源：格隆汇APP 格隆汇8月27日丨汇彩控股(01180.HK)发布公告，截至2025年6月30日止六个月，实现收益5.08亿港元， 同比增加19.4%；毛利为3.29亿港元，同比增加27.3%；公司拥有人应占溢利为1.72亿港元，同比增加 48.5%；基本每股盈利16.4港仙，拟派中期股息每股股份7.5港仙。报告期内，集团的呈报总收入增加主 要由于在澳门提供娱乐场管理服务及销售电子娱乐设备及系统的收入增加。 ...

汇彩控股(01180)发布截至2025年6月30日止6个月业绩，该集团期内取得收入5.08亿港元，同比增加 19.44%;公司拥有人应占溢利1.72亿港元，同比增加48.52%;每股基本盈利16.4港仙；拟派发中期股息每 股7.5港仙。 ...

（原标题：汇彩控股(01180)发布中期业绩 股东应占溢利1.72亿港元 同比增加48.52%） 智通财经APP讯，汇彩控股(01180)发布截至2025年6月30日止6个月业绩，该集团期内取得收入5.08亿港 元，同比增加19.44%;公司拥有人应占溢利1.72亿港元，同比增加48.52%;每股基本盈利16.4港仙；拟派 发中期股息每股7.5港仙。 ...