FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 美高梅中國控股有限公司(於開曼群島註冊成立的有限公司) 呈交日期： 2025年9月2日 | | | B. 贖回/購回股份 (擬註銷但截至期終結存日期尚未註銷) (註5及6) | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1). | 股份購回但未經註銷 | | 1,000,000 | % | HKD | 16.1391 | | | 變動日期 | 2025年8月26日 | | | | | | 2). | 股份購回但未經註銷 | | 1,000,000 | % | HKD | 16.018 | | | 變動日期 | 2025年8月27日 | | | | | | 3). | 股份購回但未經註銷 | | 1,000,000 | % | HKD | 15.9533 | | | 變動日期 | 2025年8月28日 | | | | | | 4). | 股份購回但未經註銷 | | 1,000,000 | % | ...

FF301 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: 美高梅中國控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2025年9月2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) | 02282 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 1 HKD | | 10,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 1 HKD | | 10,000,000,00 ...

Group 1 - The core viewpoint of the report indicates that Macau's gaming revenue (GGR) reached a post-pandemic high in August, growing 12% year-on-year to MOP 22.2 billion, aligning with market expectations [1] - Compared to pre-pandemic levels, August's gaming revenue has recovered to 91% of the figures [1] - The report suggests that the performance in August reflects a turning point for the Macau gaming industry, driven by wealth effects and ample liquidity in the Hong Kong market [1] Group 2 - The company anticipates that the strong momentum will continue for some time, projecting a year-on-year growth of 15% in gaming revenue and 21% in EBITDA for the first quarter of next year [1] - In terms of stock recommendations, the company prefers Galaxy Entertainment and MGM China, with target prices set at HKD 54 and HKD 23 respectively [1] - Sands China is the second choice with a target price of HKD 24.5, all rated as "buy," while Melco International Development is rated as "sell" with a target price of HKD 4.5 [1]

Core Viewpoint - The Macau gaming sector shows strong performance with record monthly gross gaming revenue and increased tourist arrivals, indicating a positive outlook for the industry [1] Group 1: Gaming Revenue - Macau's gross gaming revenue for August reached 22.16 billion MOP, marking a new monthly high for the year, with a month-on-month increase of 0.14% and a year-on-year increase of 12.2% [1] - From January to August, the total gross gaming revenue amounted to 163.05 billion MOP, reflecting a year-on-year growth of 7.2% [1] Group 2: Tourist Arrivals - The Macau Public Security Police reported that the number of inbound tourists during the summer of 2025 (July to August) reached 7.68 million, averaging 123,000 visitors per day, which is a year-on-year increase of 15.2% [1] Group 3: Stock Performance - Major gaming stocks in Hong Kong saw gains, with SJM Holdings up 2.40%, Galaxy Entertainment up 2.14%, and Sands China up 1.29% among others [1]

Group 1 - MGM China repurchased 1 million shares on September 1 at a price range of HKD 15.870 to HKD 16.080, totaling HKD 15.9785 million [2] - The stock closed at HKD 15.920 on the same day, reflecting a decrease of 0.19%, with a total trading volume of HKD 81.3074 million [2] - Since August 26, the company has conducted share repurchases for five consecutive days, totaling 5 million shares and an aggregate amount of HKD 80.1491 million, with the stock also down 0.19% during this period [2] Group 2 - Year-to-date, MGM China has completed 13 share repurchases, amounting to 12 million shares and a total expenditure of HKD 183 million [3] - Detailed repurchase data includes the number of shares, highest and lowest prices, and total amounts for each transaction, with the latest repurchase on September 1 being 100,000 shares at a maximum price of HKD 16.080 and a minimum price of HKD 15.870 [3]

Group 1 - MGM China (02282) announced a share buyback plan, intending to repurchase 1 million shares at a total cost of HKD 15.9785 million [1] - The buyback price per share is set between HKD 15.87 and HKD 16.08 [1]

表格類別： 股票 狀態： 新提交 公司名稱： 美高梅中國控股有限公司(於開曼群島註冊成立的有限公司) 呈交日期： 2025年9月1日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) | 02282 | 說明 | 普通股 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 目 | ...

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]

Summary of Key Points Core Viewpoint - On August 29, 25 Hong Kong-listed companies conducted share buybacks, totaling 17.2021 million shares and an aggregate amount of 869 million HKD [1][2]. Group 1: Buyback Details - Tencent Holdings repurchased 919,000 shares for 550 million HKD, with a highest price of 605.000 HKD and a lowest price of 594.500 HKD, bringing its total buyback amount for the year to 45.549 billion HKD [1][2]. - China Hongqiao repurchased 8.9235 million shares for 227 million HKD, with a highest price of 25.440 HKD, totaling 3.911 billion HKD in buybacks for the year [1][2]. - Hang Seng Bank repurchased 210,000 shares for 23.5169 million HKD, with a highest price of 112.500 HKD and a lowest price of 111.500 HKD, totaling 479.2213 million HKD in buybacks for the year [1][2]. Group 2: Notable Buybacks - The largest buyback amount on August 29 was from Tencent Holdings at 550 million HKD, followed by China Hongqiao at 227 million HKD [1][2]. - In terms of share quantity, China Hongqiao led with 8.9235 million shares repurchased, followed by Weigao Group and MGM China with 1.26 million and 1 million shares, respectively [1][2]. Group 3: First-Time Buybacks - Companies such as NetDragon and Greentown Management conducted their first buybacks of the year on this date [2].

Core Viewpoint - Multiple companies conducted share buybacks on August 29, 2025, with Tencent Holdings leading in both the number of shares repurchased and the total amount spent [1][2]. Group 1: Company Buyback Details - Tencent Holdings (00700) repurchased 919,000 shares for a total of 550 million [2]. - Weichai Power (02338) repurchased 16.42 million shares for 250 million [2]. - China Hongqiao (01378) repurchased 8.92 million shares for 227 million [2]. - Hang Seng Bank (00011) repurchased 210,000 shares for 23.52 million [2]. - MGM China (02282) repurchased 1 million shares for 16.06 million [2]. - Other notable buybacks include Zhongxu Future (09890) with 664,200 shares for 10 million and Weigao Group (01066) with 1.26 million shares for 7.45 million [2]. Group 2: Cumulative Buyback Data - Tencent Holdings has a cumulative buyback of 46.66 million shares, representing 0.508% of its total share capital [2]. - Weichai Power's cumulative buyback stands at 39.14 million shares, accounting for 0.449% of its total share capital [2]. - China Hongqiao's cumulative buyback is 88.67 million shares, which is 0.950% of its total share capital [2]. - Other companies like YUM China (09987) and IGG (00799) have cumulative buybacks of 545.32 million shares (1.460%) and 13.60 million shares (1.166%), respectively [2].