博彩股集体走低 春节假期澳门日均赌收逊预期 花旗下调2月赌收预测

Group 1 - The gaming stocks collectively declined, with MGM China down 4.06% to HKD 13.01, Melco International Development down 4.21% to HKD 4.55, Sands China down 3.04% to HKD 18.18, and Wynn Macau down 1.68% to HKD 5.84 [1] - Citigroup reported that Macau's total gaming revenue for the first 22 days of February may have reached approximately MOP 14.3 billion, with strong performance during the Lunar New Year but a significant drop in VIP room win rates [1] - UBS indicated that average daily gaming revenue during the Chinese New Year holiday (February 16-22) was about MOP 786 million, lower than market expectations of MOP 900 million to 950 million per day [1] Group 2 - Citigroup revised its February gaming revenue forecast from MOP 20 billion to MOP 19.5 billion, reflecting a year-on-year decline of 1% due to weaker-than-expected trends before the Lunar New Year [1] - UBS noted that while initial demand was weak, the last three days of the holiday saw an acceleration in transaction volume, reaching MOP 12 billion to 13 billion per day, representing a year-on-year increase of about 10% to 15% [1] - The average daily gaming revenue for the month to date is approximately MOP 650 million, which is a year-on-year decline of about 8% and a month-on-month decline of about 11% [1]