智通财经网·2026-03-03 06:18Group 1 - The core viewpoint of the article is that Macau's total gaming revenue in February increased by 4.5% year-on-year to MOP 20.6 billion, surpassing the previously revised market consensus of 1% growth [1] - Despite softer gaming revenue data from February 16 to 18, the latter part of February showed strong demand, with an average daily gaming revenue of MOP 1.053 billion from February 23 to 28 [1] - The forecast for March is a year-on-year growth of 9.7% to MOP 21.6 billion, equating to an average daily gaming revenue of MOP 696 million, although this prediction is 3% lower than the market consensus [1] Group 2 - The Macau gaming sector is currently trading at 10.1 times the projected enterprise value to EBITDA for 2026 [1] - Galaxy Entertainment (00027) and MGM China (02282) are identified as the industry favorites by the firm [1]