Zhi Tong Cai Jing·2025-09-23 06:07Core Viewpoint - The Macau gaming stocks experienced a significant decline due to the impending threat of Typhoon Haikui, with the government issuing warnings and potentially requiring casinos to suspend operations [1] Group 1: Stock Performance - SJM Holdings (00200) fell by 4.03%, trading at HKD 5.24 [1] - MGM China (02282) decreased by 2.49%, trading at HKD 15.66 [1] - Galaxy Entertainment (00880) dropped by 2.52%, trading at HKD 3.1 [1] - Wynn Macau (01128) declined by 1.99%, trading at HKD 6.88 [1] Group 2: Government Response - The Macau Meteorological and Geophysical Bureau issued a No. 3 warning at 5 AM on the 23rd, with expectations to upgrade to No. 8 by 5 PM [1] - The government has activated its emergency response mechanism and is implementing evacuation plans for low-lying areas [1] Group 3: Revenue Forecast - Citigroup revised its forecast for Macau's total gaming revenue in September from MOP 19.5 billion to MOP 18.5 billion, reflecting a year-on-year growth of 7% [1] - This adjustment indicates that the gaming revenue for the remaining days of the month is expected to average approximately MOP 561 million per day [1]