Core Viewpoint - The gaming stocks in Macau are experiencing significant gains, driven by strong performance in the gaming sector and high hotel occupancy rates during the upcoming Chinese New Year holiday [1] Group 1: Stock Performance - New World Development (00200) increased by 5.93%, reaching HKD 4.82 [1] - Sands China (01928) rose by 3.54%, reaching HKD 18.73 [1] - Galaxy Entertainment (00027) saw a rise of 2.58%, reaching HKD 43.76 [1] - MGM China (02282) increased by 2.13%, reaching HKD 13.42 [1] Group 2: Gaming Revenue - Macau's gross gaming revenue for January was MOP 22.633 billion, reflecting a year-on-year growth of 24.0% [1] - The average daily gaming revenue during the first five days of the Golden Week last year was approximately MOP 1.1 billion [1] - Expectations for this year's Lunar New Year holiday gaming revenue are projected to be comparable to or stronger than last year's Golden Week, supported by high hotel occupancy rates [1] Group 3: Market Outlook - High hotel occupancy rates are anticipated to exceed 90% during the Chinese New Year period, indicating a peak in Macau's tourism market [1] - Morgan Stanley forecasts a 13% year-on-year growth in total gaming revenue for February, supported by sustained demand post-holiday [1] - The firm also expects a 16% year-on-year increase in EBITDA for the gaming industry in the first quarter of this year, leading to upward revisions in earnings forecasts [1]
博彩股继续走高 春节期间澳门酒店入住率或超九成 大摩预计2月赌收同比增超13%
Zhi Tong Cai Jing·2026-02-09 03:24