Ge Long Hui·2025-10-15 03:07Core Viewpoint - Goldman Sachs reported that total gaming revenue for the first 12 days of October decreased by 5% year-on-year, which was lower than expected, while revenue for the first 5 days of the month increased by 3% year-on-year [1] Group 1: Revenue Trends - The recent trend reversal is considered premature by Goldman Sachs, attributing it to factors such as typhoons and overseas travel [1] - The year-on-year comparison basis for November and December through February next year remains favorable [1] Group 2: Revenue Forecasts - The firm slightly lowered its annual gaming revenue growth forecast to 8% year-on-year [1] - Goldman Sachs maintains a positive outlook on Sands China and Galaxy Entertainment, both receiving "buy" ratings [1] Group 3: Company Performance Expectations - Wynn Macau's third-quarter performance is expected to exceed forecasts, potentially providing positive momentum for its stock price in the short term [1]