智通财经网·2025-10-15 10:18Core Viewpoint - Goldman Sachs reports that total gaming revenue for the first 12 days of October decreased by 5% year-on-year, which is lower than expected, while revenue for the first 5 days of the month increased by 3% year-on-year [1] Group 1: Industry Analysis - The recent trend reversal in gaming revenue is considered premature by Goldman Sachs, attributing it to factors such as typhoons and overseas travel [1] - The firm believes that the year-on-year comparison basis for November and December through February of next year remains favorable [1] Group 2: Company Outlook - Goldman Sachs slightly lowers its gaming revenue forecast for the year to an 8% year-on-year increase, while maintaining a positive outlook on Sands China (01928) and Galaxy Entertainment (00027), both rated as "Buy" [1] - Expectations are that Wynn Macau (01128) will exceed third-quarter performance forecasts, potentially providing positive momentum for its stock price in the short term [1]