里昂：维持澳门8月份博彩收入218亿澳门元预测

Core Viewpoint - Recent recovery in Macau's gaming revenue is primarily driven by the strong performance of the Renminbi, with a notable correlation to the profitability of upstream enterprises as indicated by the narrowing gap between China's PPI and PPIRM [1] Group 1: Macau Gaming Revenue - Macau's gaming revenue has improved from a decline of 2% to a growth of 19% [1] - The forecast for August's gaming revenue is expected to grow by 10% year-on-year, reaching 21.8 billion MOP, which translates to an average daily revenue of approximately 703 million MOP [1] Group 2: Economic Indicators - The gap between China's PPI and PPIRM has narrowed from a negative 1.15 percentage points in December 2024 to a positive 1 percentage point by June 2025 [1] - Stabilization of property prices in China's first and second-tier cities is anticipated to boost consumer confidence and lead to upward revisions in corporate earnings forecasts [1]