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港股异动丨濠赌股普涨 澳博控股涨超5% 花旗上调澳门8月赌收预测至215亿澳门元
Ge Long Hui· 2025-08-05 01:59
Group 1 - The core viewpoint of the article highlights the significant increase in Macau's gaming revenue, with July's gross gaming revenue (GGR) reaching 22.125 billion MOP, representing a year-on-year growth of 19% [1] - The average daily GGR for July was approximately 714 million MOP, recovering to 90% of the levels seen in the same period of 2019, exceeding both Citigroup's and market expectations of 21 billion MOP by 5% [1] - This marks the fourth consecutive month that Macau's gaming revenue has surpassed expectations, with the industry showing strong resilience as revenue has achieved nearly 20% year-on-year growth for two consecutive months [1] Group 2 - Looking ahead to August, Citigroup has raised its forecast for Macau's gaming revenue from 20 billion MOP to 21.5 billion MOP, reflecting a year-on-year growth of 9% and an average daily revenue of 694 million MOP [1] - This adjustment takes into account the potential lower per capita spending by tourists during the traditional peak travel season, as well as the high base from the same period last year [1] - The article also notes the positive impact of concerts, such as Eason Chan's performance at the Galaxy Arena, which is expected to contribute to the gaming revenue similar to the effect of Jacky Cheung's concert in June and July [1]
花旗:上调8月澳门博彩收入预测至215亿澳门元
Xin Lang Cai Jing· 2025-08-04 02:24
Core Viewpoint - Citigroup's research report indicates that Macau's gaming revenue (GGR) for July reached MOP 22.125 billion, representing a year-on-year growth of 19%, and is recovering to 90% of the levels seen in the same period of 2019, exceeding both Citigroup's and market expectations of MOP 21 billion by 5% [1] Group 1 - Macau's average daily gaming revenue for July was approximately MOP 714 million, marking the fourth consecutive month of exceeding expectations [1] - The gaming revenue has shown a consistent year-on-year growth of nearly 20% for two consecutive months, reflecting the industry's strong resilience [1] Group 2 - Looking ahead to August, the upcoming concert by singer Eason Chan at the Galaxy Arena is expected to positively impact revenue, prompting Citigroup to revise its August gaming revenue forecast from MOP 20 billion to MOP 21.5 billion, which represents a year-on-year growth of 9% [1] - The average daily revenue for August is projected to be MOP 694 million, taking into account potentially lower per capita spending by tourists during the traditional peak travel season and the high base from the same period last year [1]