Group 1 - UBS reports that the Macau gaming industry is driven by increased tourism products, enhanced marketing activities, and a more diversified customer base, leading to sustained growth in high-end market gaming revenue [1] - UBS slightly raises its 2023 Macau gaming revenue forecast by less than 1% to a year-on-year growth of 9%, although it remains 16% lower than 2019 levels [1] - The firm also increases its 2024 gaming revenue forecast by 1% to a year-on-year growth of 6%, which is still 11% below 2019 figures, and raises the 2027 forecast by 2% to a growth of 4%, 7% lower than 2019 [1] Group 2 - UBS raises the target price for Sands China from $67 to $68, maintaining a "Neutral" rating [1] - The target price for MGM Resorts is maintained at $37 with a "Neutral" rating [1] - The target price for Wynn Resorts is kept at $147 with a "Buy" rating [1] Group 3 - Citigroup raises the target price for Wynn Resorts to $124.5 [2] - Bank of America increases the target price for Wynn Resorts to $100 [2] - MGM China repurchased 50,000 shares for HKD 836,000 on December 5 and 63,600 shares for HKD 1,074,000 on December 4 [2]
大行评级丨瑞银：看好澳门赌收前景 预计今年赌收将按年增长9%
Ge Long Hui·2025-12-08 08:16