港股濠赌股集体下跌，其中，百乐皇宫跌超7%，金沙中国、永利澳门跌超5%，美高梅中国跌4.4%，银 河娱乐、新濠国际发展跌超3%，澳博控股、金界控股、汇彩控股皆有跌幅。 | 代码 | 名称 | 最新价 | 涨跌幅 へ | | --- | --- | --- | --- | | 02536 | 百乐皇宫 | 2.310 | -7.23% | | 01128 | 永利澳门 | 6.280 | -5.42% | | 01928 | 金沙中国有限公 | 19.200 | -5.33% | | 02282 | 美高梅中国 | 15.350 | -4.42% | | 00027 | 银河娱乐 | 38.640 | -3.45% | | 00200 | 新濠国际发展 | 4.730 | -3.27% | | 00880 | 澳博控股 | 2.640 | -2.58% | | 03918 | 金界控股 | 4.800 | -2.04% | | 01180 | 汇彩控股 | 0.730 | -1.35% | 消息上，澳门政府预期明年度(2026年度)在各项利好因素下，澳门旅游业可望延续发展。因应须考虑外 部环境及经济形势的不确定 ...

Group 1 - The core viewpoint of the article highlights a positive trend in the Hong Kong gaming stocks, with significant increases in share prices for major companies such as Melco International Development and Galaxy Entertainment, driven by encouraging data on Macau's gaming revenue [1] - Citigroup's research report indicates that Macau's gaming revenue for the first nine days of November is approximately 6.4 billion MOP, resulting in an average daily revenue of about 711 million MOP, which is seen as a positive sign given the transitional month between October's Golden Week and December's holidays [1] - The report conservatively maintains a forecast of 20.5 billion MOP for November's total gaming revenue, suggesting an expected average daily revenue of around 671 million MOP for the remaining days of the month [1] Group 2 - The Macau Statistics and Census Service reported that non-gaming consumption by tourists reached 20.38 billion MOP in Q3 2025, representing a year-on-year increase of 10.7%, with overnight and non-overnight visitors contributing to the growth [1] - Spending by overnight visitors totaled 16.76 billion MOP, up 7.6%, while spending by non-overnight visitors surged by 27.6% to 3.62 billion MOP [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10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: NagaCorp Ltd. 金界控股有限公司 呈交日期: 2025年11月3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) | 03918 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 8,000,000,000 | USD | | 0.0125 | USD | | 100,000,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 8,000,000,000 | USD | | 0.0125 | USD | | ...

Core Viewpoint - The stock of Kwan Cheuk Holdings (03918) has dropped over 4% following a previous increase of over 9%, with concerns regarding the uncertainty surrounding the scale of the Naga 3 project [1] Financial Performance - Kwan Cheuk Holdings reported total gaming revenue of $532 million for the nine months ending September 30, 2025, representing a year-on-year increase of 29.6% [1] - The net gaming revenue for the same period was $466 million, reflecting a year-on-year increase of 30% [1] - In the third quarter, total gaming revenue reached $200 million, exceeding Citigroup's forecast of $152.4 million [1] Analyst Insights - Citigroup has raised its earnings forecast for Kwan Cheuk Holdings for the fiscal years 2025 to 2027 by 20% to 24% based on the company's revenue data [1] - The target price for the stock has been adjusted from HKD 4.4 to HKD 5.4, although Citigroup maintains a "sell" rating [1] - Despite strong growth in gaming revenue over the past three quarters, there are still uncertainties regarding the scale of the Naga 3 project [1]

每经AI快讯，10月3日，港股金界控股(03918.HK)跌超4%，昨日曾大涨超9%。截至发稿，跌4.38%，报 6.12港元，成交额6926.68万港元。 ...

Group 1 - The core viewpoint of the article highlights the volatility in the stock price of Goldin Financial Holdings, which dropped over 4% after a previous increase of over 9% [1] - As of the latest report, Goldin Financial Holdings' stock is trading at HKD 6.12, with a trading volume of HKD 69.27 million [1] - The company reported a total gaming revenue of USD 532 million for the nine months ending September 30, 2025, representing a year-on-year increase of 29.6% [1] Group 2 - The net gaming revenue for the same period was USD 466 million, reflecting a year-on-year increase of 30% [1] - Citigroup's research indicated that Goldin Financial's total gaming revenue for the third quarter was USD 200 million, exceeding their forecast of USD 152.4 million [1] - Based on the revenue data, Citigroup raised its earnings forecast for the fiscal years 2025 to 2027 by 20% to 24%, adjusting the target price from HKD 4.4 to HKD 5.4, while maintaining a "sell" rating [1] Group 3 - Despite the strong growth in gaming revenue over the past three quarters, there are uncertainties regarding the scale of the Naga3 project [1]

Core Viewpoint - Citigroup's report indicates that Kwan Cheung Holdings (03918) achieved total gaming revenue of $200 million in Q3, surpassing the bank's forecast of $152.4 million [1] Financial Performance - The company's strong gaming revenue growth over the past three quarters has led Citigroup to raise its earnings forecasts for the fiscal years 2025 to 2027 by 20% to 24% [1] - The target price for Kwan Cheung Holdings has been adjusted from HKD 4.4 to HKD 5.4 [1] Rating and Outlook - Despite the positive revenue performance, Citigroup maintains a "Sell" rating on the stock [1] - The report highlights uncertainties regarding the scale of the Naga3 project, which may impact future performance [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9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: NagaCorp Ltd. 金界控股有限公司 呈交日期: 2025年10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) | 03918 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 8,000,000,000 | USD | | 0.0125 | USD | | 100,000,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 8,000,000,000 | USD | | 0.0125 | USD | | 1 ...

Core Viewpoint - Kwan Cheung Holdings (03918) experienced a significant stock price increase of nearly 15%, driven by strong financial performance and positive market sentiment [1] Financial Performance - For the nine months ending September 30, 2025, the total gaming revenue reached $532 million, representing a year-on-year increase of 29.6% [1] - The net gaming revenue was $466 million, showing a year-on-year growth of 30% [1] Market Analysis - UBS's research indicates that the growth in total gaming revenue (GGR) is accelerating, supported by an increase in business travelers to Phnom Penh, Cambodia, and rising local demand [1] - Due to better-than-expected performance in the first half of the year, UBS plans to revise its total gaming revenue forecasts for 2025 to 2026 upwards by 21% to 29% [1] - Overall, the total gaming revenue is expected to grow by 32% this year and by 10% next year [1]

消息面上，金界控股发布公告称，截至2025年9月30日止9个月，博彩总收入5.32亿美元，同比增加 29.6%；博彩净收入4.66亿美元，同比增加30%。瑞银此前研报指出，受惠柬埔寨金边商务旅客数量和 本地需求增长所推动，金界控股博彩总收入(GGR)势头正在加速。该行指，由于上半年业绩高于预期， 将在2025年至2026年博彩总收入预测上调21%至29%，同时料今年和明年整体博彩总收入将分别同比增 长32%和10%。 智通财经APP获悉，金界控股(03918)高开近15%，截至发稿，涨14.85%，报6.73港元，成交额219.4万港 元。 ...