大行评级|里昂:预计澳门2026年总赌收目标将同比增长5%至323亿美元
Ge Long Hui·2025-12-31 05:17
Group 1 - The core viewpoint of the report is that Macau's total gaming revenue is expected to grow by 5% year-on-year to reach $32.3 billion by 2026, translating to an average daily revenue of 709 million Macau Patacas [1] - The report anticipates a strengthening of the RMB against the USD next year, along with positive industry profit indicators that will drive revenue growth [1] - Specific companies like Sands China and Melco Resorts are expected to see an increase in dividends, while Galaxy Entertainment and MGM China have significant room for improvement in their payout ratios, continuing to be favored stocks in the industry [1]