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高盛:微降今年博彩收入预测至同比升8% 继续看好金沙中国(01928)及银河娱乐(00027)
Zhi Tong Cai Jing· 2025-10-15 10:12
Group 1 - The core viewpoint of the article indicates that total gaming revenue for the first 12 days of October decreased by 5% year-on-year, which is lower than expected, while the revenue for the first 5 days of the month increased by 3% year-on-year [1] - Goldman Sachs believes that the recent positive trend in gaming revenue has reversed, but it is too early to make definitive statements due to factors such as typhoons and overseas travel [1] - The firm slightly lowered its gaming revenue forecast for the year to an 8% year-on-year increase, while maintaining a positive outlook on Sands China (01928) and Galaxy Entertainment (00027), both rated as "Buy" [1] Group 2 - Expectations for Wynn Macau (01128) indicate that its third-quarter performance will exceed expectations, potentially providing positive momentum for its stock price in the short term [1]
高盛:微降今年博彩收入预测至同比升8% 继续看好金沙中国及银河娱乐
Zhi Tong Cai Jing· 2025-10-15 10:03
Core Viewpoint - Goldman Sachs reports a 5% year-on-year decrease in total gaming revenue for the first 12 days of October, which is lower than expected, while the first 5 days of the month showed a 3% year-on-year increase [1] Group 1: Gaming Revenue Trends - The recent positive trend in gaming revenue is considered premature to declare as reversed, influenced by factors such as typhoons and overseas travel [1] - The year-on-year comparison basis for November, December, and February next year remains favorable [1] Group 2: Revenue Forecasts and Company Ratings - The gaming revenue forecast for this year has been slightly adjusted to an 8% year-on-year growth, with a positive outlook for Sands China (01928) and Galaxy Entertainment (00027), both rated as "Buy" [1] - Wynn Macau (01128) is expected to exceed third-quarter performance expectations, potentially providing positive momentum for its stock price in the short term [1]
金沙中国有限公司(01928):钟洁仪获委任为独立非执行董事
Zhi Tong Cai Jing· 2025-10-15 08:48
(原标题:金沙中国有限公司(01928):钟洁仪获委任为独立非执行董事) 智通财经APP讯,金沙中国有限公司(01928)发布公告,钟洁仪女士获委任为公司独立非执行董事及公司 审核委员会成员,自2025年10月16日起生效。 ...
金沙中国有限公司(01928.HK)委任钟洁仪为独立非执行董事
Ge Long Hui· 2025-10-15 08:44
格隆汇10月15日丨金沙中国有限公司(01928.HK)宣布,钟洁仪获委任为公司独立非执行董事及公司审核 委员会成员,自2025年10月16日起生效。 ...
金沙中国有限公司:钟洁仪获委任为独立非执行董事
Zhi Tong Cai Jing· 2025-10-15 08:42
金沙中国有限公司(01928)发布公告,钟洁仪女士获委任为公司独立非执行董事及公司审核委员会成 员,自2025年10月16日起生效。 ...
金沙中国有限公司(01928) - 环境、社会及管治委员会职权范围书
2025-10-15 08:38
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表 任何聲明,並明確表示,概不就因本公告全部或任何部分內容而產生或因依賴該等內容而引致的任何損失承擔任 何責任。 SANDS CHINA LTD. 金沙中國有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1928) 環境、社會及管治委員會職權範圍書 金沙中國有限公司(「本公司」及其附屬公司統稱「本集團」)環境、社會及管治(「環境、社 會及管治」)委員會(「環境、社會及管治委員會」)根據本公司董事會(「董事會」)於二零 二一年四月十六日的決議案成立。以下為經董事會於二零二五年十月十五日修訂及批 准的環境、社會及管治委員會職權範圍書(「職權範圍書」)。職權範圍書備有中英文版本 以供閱覽。如職權範圍書的中英文版本有任何歧義,概以英文版本為準。 1. 宗旨 1.1 本公司的環境、社會及管治委員會的主要宗旨是協助董事會履行其對有關本集 團的環境、社會及管治議題、策略及匯報的監管職責。環境、社會及管治的管 治指對環境及社會事項的管治。 2. 組織 3. 會議 1 2.1 環境、社會及管治委員會由最少三名本公司董事(「成 ...
金沙中国有限公司(01928) - 委任独立非执行董事及审核委员会成员
2025-10-15 08:31
SANDS CHINA LTD. 金沙中國有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1928) 委任獨立非執行董事及 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表 任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 審核委員會成員 金沙中國有限公司(「本公司」)董事會(「董事會」)欣然宣佈,鍾潔儀女士(「鍾女士」)獲 委任為本公司獨立非執行董事及本公司審核委員會成員,自二零二五年十月十六日起 生效。 除上文所披露者外,鍾女士(i)並無於本公司及本集團其他成員公司擔任任何其他職位; (ii)與本公司任何其他董事、高級管理層或主要股東或控股股東並無任何關係;(iii)在過 去三年並無在任何其證券於香港或海外任何證券市場上市的公眾公司擔任任何董事職 務;及(iv)並無擁有其他主要任命及專業資格。 除上文所披露資料外,根據上市規則第13.51(2)(h)至13.51(2)(v)條的任何規定,並無任何 與鍾女士有關而須予披露的資料,亦無有關委任鍾女士的任何其他事項需要知會本公 司證券持有人。 董 ...
港股异动丨濠赌股反弹 银河娱乐、永利澳门涨约3% 高盛继续看好金沙及银娱
Ge Long Hui· 2025-10-15 03:33
Group 1 - The Hong Kong gaming stocks have rebounded after a continuous decline, with Galaxy Entertainment and Wynn Macau rising approximately 3%, while Sands China and Melco International Development increased nearly 2%, and MGM China rose about 1% [1] - Goldman Sachs reported that total gaming revenue for the first 12 days of October decreased by 5% year-on-year, which was lower than expected, but there was a 3% year-on-year increase compared to the first 5 days of the month [1] - The firm believes that the recent reversal of the positive trend is premature, considering factors such as typhoons and overseas travel, and maintains a favorable year-on-year comparison basis for November through February of the following year [1] Group 2 - Goldman Sachs slightly lowered its gaming revenue forecast for the year to an 8% year-on-year growth, while remaining optimistic about Sands China and Galaxy Entertainment, both receiving "buy" ratings [1] - Wynn Macau's third-quarter performance is expected to exceed expectations, potentially providing positive momentum for its stock price in the short term [1]
大行评级丨高盛:微降今年赌收预测至按年增长8% 看好金沙中国及银河娱乐
Ge Long Hui· 2025-10-15 03:07
Core Viewpoint - Goldman Sachs reported that total gaming revenue for the first 12 days of October decreased by 5% year-on-year, which was lower than expected, while revenue for the first 5 days of the month increased by 3% year-on-year [1] Group 1: Revenue Trends - The recent trend reversal is considered premature by Goldman Sachs, attributing it to factors such as typhoons and overseas travel [1] - The year-on-year comparison basis for November and December through February next year remains favorable [1] Group 2: Revenue Forecasts - The firm slightly lowered its annual gaming revenue growth forecast to 8% year-on-year [1] - Goldman Sachs maintains a positive outlook on Sands China and Galaxy Entertainment, both receiving "buy" ratings [1] Group 3: Company Performance Expectations - Wynn Macau's third-quarter performance is expected to exceed forecasts, potentially providing positive momentum for its stock price in the short term [1]
港股收评:恒科指跌3.6%失守6000点,半导体、黄金股下挫
Ge Long Hui· 2025-10-14 08:35
Market Overview - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index closing at 25,441 points, down 1.73%, while the Hang Seng Tech Index fell 3.62%, dropping below the 6,000-point mark [1][2] - Major technology stocks led the market downturn, with semiconductor stocks also suffering substantial losses [2][4] Sector Performance - The technology sector saw widespread declines, with notable drops including Hua Hong Semiconductor down over 13% and SMIC down over 8% [4][5] - Gold and precious metals stocks also fell sharply, with Zijin Mining and Chifeng Jilong Gold both dropping over 6% [6] - The gambling sector continued its downward trend, with New World Development down over 8% and Galaxy Entertainment down over 5% [11][12] - Conversely, banking stocks showed resilience, with Chongqing Rural Commercial Bank rising over 6% and China Merchants Bank up over 4% [13][14] - The film and entertainment sector performed well, with Huayi Brothers Media surging nearly 20% [15][16] Capital Flows - Southbound funds recorded a net inflow of 8.603 billion HKD, indicating continued interest in Hong Kong stocks despite the market volatility [17] Future Outlook - Analysts suggest that the recent escalation in US-China trade tensions may increase market uncertainty, but they remain optimistic about the medium-term outlook for Hong Kong stocks, particularly in sectors like AI, innovative pharmaceuticals, and new consumption [19]