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瑞银:永利澳门(01128)9月博彩收入市场份额显著提升胜预期 澳博控股(00880)市场份额增加次高
智通财经网·2025-10-13 07:12

Core Viewpoint - UBS reports that Wynn Macau (01128) significantly increased its market share in September, rising approximately 200 basis points month-over-month, contributing to a quarterly increase of 150 basis points in Q3 [1] Company Summaries - Wynn Macau (01128) saw a notable rise in market share, with a month-over-month increase of about 200 basis points and a quarterly increase of 150 basis points [1] - SJM Holdings (00880) experienced a month-over-month market share increase of approximately 50 basis points in September, but a decline of 30 basis points in Q3 [1] - Sands China (01928) and Galaxy Entertainment (00027) reported a month-over-month decline in market share of about 100 basis points and 150 basis points respectively in September, although both saw quarterly increases of approximately 70 basis points and 40 basis points [1] - Melco Resorts (MLCO.US) and MGM China (02282) maintained stable market shares in September, but both experienced quarterly declines of 120 basis points and 100 basis points respectively [1] - Compared to market expectations, the market shares of Galaxy Entertainment and Wynn Macau exceeded expectations, while those of MGM, Sands China, and SJM Holdings fell short [1]